RYOCX Rating, Research - Rydex Nasdaq-100 Inv

Rydex Nasdaq-100 Inv (ryocx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 242

Threats + Weaknesses = 135

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ryocx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Rydex Nasdaq-100 Inv (RYOCX) Description: RYOCX is a mutual fund, which is an investment that owns a basket of assets. The RYOCX mutual fund was provided by Rydex and this investment vehicle derives the majority of its value from equity holdings (stocks). Rydexs mutual fund has a long management tenure and is in the large fund size classification. RYOCXs minimum initial investment amount is $2500 while the IRA minimum is $1000. RYOCXs expense ratio is roughly 1%. The latest RYOCXs front end load was 0% and the back end load was 0%. The Rydex Nasdaq-100 Inv (RYOCX) mutual fund falls under the large-cap growth category. RYOCX focuses its investments in USA and RYOCX is not affiliated with a particular industry or fund sector. The Rydex Nasdaq-100 Inv (RYOCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RYOCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RYOCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 90% of assets in equity securities (see equity research) including common stocks (see stock research), convertible-debt obligations, convertible preferred stocks (see stock research), and warrants. It may invest up to 25% of assets in foreign securities, including securities of issuers in emerging countries and securities quoted in foreign currencies.

Management Analysis Update

The ryocx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update