Inverse Mid Cap Strategy Fund Quote
| RYAGX Fund | USD 40.11 0.03 0.07% |
PerformanceInsignificant
| Odds Of DistressLow
|
Inverse Mid-cap is trading at 40.11 as of the 26th of February 2025; that is 0.07% up since the beginning of the trading day. The fund's open price was 40.08. Inverse Mid-cap has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. More on Inverse Mid Cap Strategy
Inverse Mutual Fund Highlights
| Thematic Idea | Small Value Funds (View all Themes) |
| Fund Concentration | Rydex Funds, Large Funds, Trading--Inverse Equity Funds, Small Value Funds, Trading--Inverse Equity, Rydex Funds, Large, Trading--Inverse Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Inverse Mid Cap Strategy [RYAGX] is traded in USA and was established 26th of February 2025. Inverse Mid-cap is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Inverse Equity category and is part of Rydex Funds family. The entity is thematically classified as Small Value Funds. This fund at this time has accumulated 3.66 M in assets with minimum initial investment of 2.5 K. Inverse Mid Cap is currently producing year-to-date (YTD) return of 1.42% with the current yeild of 0.23%, while the total return for the last 3 years was -4.05%.
Check Inverse Mid-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Inverse Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Inverse Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Inverse Mid Cap Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Inverse Mid Cap Strategy Mutual Fund Constituents
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond | |
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend |
Inverse Mid Cap Risk Profiles
| Mean Deviation | 1.26 | |||
| Semi Deviation | 2.8 | |||
| Standard Deviation | 3.62 | |||
| Variance | 13.14 |
Inverse Mid-cap Against Markets
Other Information on Investing in Inverse Mutual Fund
Inverse Mid-cap financial ratios help investors to determine whether Inverse Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Inverse with respect to the benefits of owning Inverse Mid-cap security.
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