Inverse Mid Cap Strategy Fund Quote
| RYCLX Fund | USD 35.59 0.20 0.57% |
PerformanceOK
| Odds Of DistressLow
|
Inverse Mid-cap is trading at 35.59 as of the 23rd of March 2025; that is 0.57 percent increase since the beginning of the trading day. The fund's open price was 35.39. Inverse Mid-cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 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
Moving against Inverse Mutual Fund
Inverse Mutual Fund Highlights
| Thematic Idea | Small Value Funds (View all Themes) |
| Fund Concentration | Rydex Funds, Large Blend Funds, Trading--Inverse Equity Funds, Small Value Funds, Trading--Inverse Equity, Rydex Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Inverse Mid Cap Strategy [RYCLX] is traded in USA and was established 23rd of March 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 921.45 K in assets with no minimum investment requirementsInverse Mid Cap is currently producing year-to-date (YTD) return of 8.58% with the current yeild of 0.25%, while the total return for the last 3 years was -2.33%.
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 | 1.15 | |||
| Standard Deviation | 2.67 | |||
| Variance | 7.12 | |||
| Risk Adjusted Performance | (0.03) |
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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