Rydex/SGI Global C
Security Investors, LLC One Security Benefit Place Topeka KS 66636-0001
Map
Phone: 800-888-2461
| Category: | World Stock | | Fund Family: | Security Funds | | Net Assets: | 4.84M | | Year-to-Date Return: | 16.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-99 |
|
Yon Perullo
Lead Manager since
30-Jun-07 | | | PERULLO is a senior quantitative analyst. He joined SGI in 2007, bringing over nine years of quantitative product development and investment experience to SGI. Prior to joining SGI, he was Co-Founder and portfolio manager at Nascent Strategies, LLC from 2004 to 2007. From 1998 to 2004, Mr. Perullo served as vice president of Quantitative Analytics at FactSet Research Systems. PERULLO holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term growth of capital. The fund invests primarily in foreign and domestic common stocks or convertible stocks of companies considered to have appreciation possibilities. It may also invest a portion of assets in options, futures contracts and foreign currencies, which may be used to hedge the fund's portfolio, to increase returns or to maintain exposure to the equity markets. The fund may also invest in emerging-market countries. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(18-Dec-08):
| 0.06 | | Annual Holdings Turnover
| 280.00% | | Average for Category:
| 78.70% |
|
| Expense | SFGCX | Category
Avg | | Total Expense Ratio: | 2.49%
| 1.50% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.54% | | 3 Yr Expense Projection*: |
$ 776 | $712 | | 5 Yr Expense Projection*: |
$ 1,326 | $1,102 | | 10 Yr Expense Projection*: |
$ 2,826 | $2,213 |
|
|
1.92% Nasdaq 
Profile
