Rydex Sers Fds Fund Quote
| RYILX Fund | USD 48.63 0.10 0.21% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Rydex Sers is trading at 48.63 as of the 25th of December 2024; that is 0.21% down since the beginning of the trading day. The fund's open price was 48.73. Rydex Sers has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of November 2024 and ending today, the 25th of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments that in combination should provide inverse exposure to the U.S. and Canadian high yield bond markets. More on Rydex Sers Fds
Moving against Rydex Mutual Fund
Rydex Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Trading--Inverse Debt Funds, Trading--Inverse Debt, Rydex Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Rydex Sers Fds [RYILX] is traded in USA and was established 25th of December 2024. Rydex Sers is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Inverse Debt category and is part of Rydex Funds family. This fund at this time has accumulated 9.57 M in assets with minimum initial investment of 2.5 K. Rydex Sers Fds is currently producing year-to-date (YTD) return of 0.66% with the current yeild of 0.11%, while the total return for the last 3 years was 1.08%.
Check Rydex Sers 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 Rydex 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 Rydex 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 Rydex Sers Fds 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 Rydex Sers Fds Mutual Fund Constituents
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond |
Rydex Sers Fds Risk Profiles
| Mean Deviation | 0.2284 | |||
| Semi Deviation | 0.0534 | |||
| Standard Deviation | 0.3042 | |||
| Variance | 0.0926 |
Rydex Sers Against Markets
Other Information on Investing in Rydex Mutual Fund
Rydex Sers financial ratios help investors to determine whether Rydex 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 Rydex with respect to the benefits of owning Rydex Sers security.
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