Mid Cap 15x Strategy Fund Quote
| RYMDX Fund | USD 149.18 0.77 0.51% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Mid-cap 15x is trading at 149.18 as of the 30th of November 2024; that is 0.51 percent decrease since the beginning of the trading day. The fund's open price was 149.95. Mid-cap 15x has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Mid Cap 15x Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. 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
Moving together with Mid-cap Mutual Fund
Moving against Mid-cap Mutual Fund
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 | 30th of September 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Mid Cap 15x Strategy [RYMDX] is traded in USA and was established 30th of November 2024. 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 31.05% with the current yeild of 0.0%, while the total return for the last 3 years was 5.61%.
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
| IEX | IDEX Corporation | Stock | Industrials | |
| ENPH | Enphase Energy | Stock | Information Technology | |
| TER | Teradyne | Stock | Information Technology | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| HII | Huntington Ingalls Industries | Stock | Industrials | |
| RMD | ResMed Inc | Stock | Health Care | |
| LDOS | Leidos Holdings | Stock | Information Technology |
Mid Cap 15x Risk Profiles
| Mean Deviation | 1.07 | |||
| Semi Deviation | 1.03 | |||
| Standard Deviation | 1.48 | |||
| Variance | 2.18 |
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.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |