Mid Cap 15x Strategy Fund Quote
| RYDCX Fund | USD 96.55 1.10 1.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mid-cap 15x is trading at 96.55 as of the 21st of March 2025; that is 1.13 percent decrease since the beginning of the trading day. The fund's open price was 97.65. Mid-cap 15x has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies included in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. More on Mid Cap 15x Strategy
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Mid-cap Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, Rydex Funds, Large, Trading--Leveraged Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Mid Cap 15x Strategy [RYDCX] is traded in USA and was established 21st of March 2025. Mid-cap 15x is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Leveraged Equity category and is part of Rydex Funds family. This fund at this time has accumulated 11.2 M in assets with no minimum investment requirementsMid Cap 15x is currently producing year-to-date (YTD) return of 3.22% with the current yeild of 0.01%, while the total return for the last 3 years was 3.36%.
Check Mid-cap 15x 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 Mid-cap 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 Mid-cap 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 Mid Cap 15x 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 Mid Cap 15x Strategy Mutual Fund Constituents
| WST | West Pharmaceutical Services | Stock | Health Care | |
| MOH | Molina Healthcare | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| CPT | Camden Property Trust | Stock | Real Estate | |
| HII | Huntington Ingalls Industries | Stock | Industrials | |
| ENPH | Enphase Energy | Stock | Information Technology | |
| XPO | XPO Logistics | Stock | Industrials | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond |
Mid Cap 15x Risk Profiles
| Mean Deviation | 1.26 | |||
| Standard Deviation | 1.65 | |||
| Variance | 2.71 | |||
| Risk Adjusted Performance | (0.12) |
Mid-cap 15x Against Markets
Other Information on Investing in Mid-cap Mutual Fund
Mid-cap 15x financial ratios help investors to determine whether Mid-cap 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 Mid-cap with respect to the benefits of owning Mid-cap 15x security.
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