Nasdaq 100 2x Strategy Fund Quote
| RYVLX Fund | USD 475.81 3.49 0.74% |
PerformanceVery Weak
| Odds Of DistressLow
|
Nasdaq-100(r) is trading at 475.81 as of the 22nd of March 2025; that is 0.74% up since the beginning of the trading day. The fund's open price was 472.32. Nasdaq-100(r) 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and 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 similarly to the securities of companies in the underlying index. More on Nasdaq 100 2x Strategy
Moving together with Nasdaq-100(r) Mutual Fund
Moving against Nasdaq-100(r) Mutual Fund
Nasdaq-100(r) Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Growth Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, Rydex Funds, Large Growth, Trading--Leveraged Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Nasdaq 100 2x Strategy [RYVLX] is traded in USA and was established 22nd of March 2025. Nasdaq-100(r) 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 735.68 M in assets with no minimum investment requirementsNasdaq 100 2x is currently producing year-to-date (YTD) return of 4.48%, while the total return for the last 3 years was 18.51%.
Check Nasdaq-100(r) 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 Nasdaq-100(r) 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 Nasdaq-100(r) 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 Nasdaq 100 2x 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 Nasdaq 100 2x Strategy Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Nasdaq 100 2x Risk Profiles
| Mean Deviation | 2.17 | |||
| Standard Deviation | 2.79 | |||
| Variance | 7.78 | |||
| Risk Adjusted Performance | (0.08) |
Nasdaq-100(r) Against Markets
Other Information on Investing in Nasdaq-100(r) Mutual Fund
Nasdaq-100(r) financial ratios help investors to determine whether Nasdaq-100(r) 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 Nasdaq-100(r) with respect to the benefits of owning Nasdaq-100(r) security.
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