Rydex Dow 2x Strategy H
9601 Blackwell Road Suite 500 Rockville MD 20850
Map
Phone: 800-820-0888
| Category: | Large Value | | Fund Family: | Rydex | | Net Assets: | 37.59M | | Year-to-Date Return: | -28.73% | | Yield: | 0.04% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Feb-04 |
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Michael P. Byrum
Lead Manager since
08-May-06 | | | Byrum has been associated with Rydex Investments since it was founded in 1993. He was named the chief operating officer of Rydex Investments in 2003 and has served as chief investment officer of Rydex Investments since 2000. Ryrum holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide investment results that will match the performance of a specific benchmark, 200% of the performance of the Dow Jones Industrial Average. The fund invests at least 80% of assets in financial instruments with economic characteristics that should perform similarly to those of the underlying index. It is a nondiversified and enhanced index fund. |
| Last Dividend
(7-Dec-07):
| 0.01 | | Last Cap Gain
(23-Dec-05):
| 0.03 | | Annual Holdings Turnover
| 148.00% | | Average for Category:
| 59.01% |
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| Expense | RYCVX | Category
Avg | | Total Expense Ratio: | 1.72%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$542 | $587 | | 5 Yr Expense Projection*: |
$933 | $893 | | 10 Yr Expense Projection*: |
$2,030 | $1,756 |
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2.43% Nasdaq 0.00%
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