Inverse Russell is trading at 132.63 as of the 13th of March 2025; that is 0.27 percent down since the beginning of the trading day. The fund's open price was 132.99. Inverse Russell has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 11th of February 2025 and ending today, the 13th of March 2025. Click here to learn more.
The fund employs as its investment strategy a program of engaging in short sales of securities generally included in the underlying index and investing in derivative instruments. It 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 Russell 2000
Inverse Russell 2000 [RYIZX] is traded in USA and was established 13th of March 2025. Inverse Russell 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. This fund at this time has accumulated 10.19 M in assets with minimum initial investment of 2.5 K. Inverse Russell 2000 is currently producing year-to-date (YTD) return of 15.11% with the current yeild of 0.05%, while the total return for the last 3 years was -12.28%.
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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 Russell 2000 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.
Other Information on Investing in Inverse Mutual Fund
Inverse Russell 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 Russell security.