Rydex S&P 500 H (ryspx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Rydex S&P 500 H (RYSPX) Description: RYSPX is a mutual fund, which is an investment that owns a basket of assets. The RYSPX 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 medium management tenure and is in the small fund size classification. RYSPXs minimum initial investment amount is $2500 while the IRA minimum is $1000. RYSPXs expense ratio is roughly 2%. The latest RYSPXs front end load was 0% and the back end load was 0%. The Rydex S&P 500 H (RYSPX) mutual fund falls under the large-cap mixed category. RYSPX focuses its investments in USA and RYSPX is not affiliated with a particular industry or fund sector. The Rydex S&P 500 H (RYSPX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RYSPXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RYSPXs research report features technical analysis and long term investment potential.
This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks (see stock research). It typically invests in blue chip companies with market capitalizations greater than $5 billion, including multinational companies. The fund employs a buy-and-hold investment strategy and normally seeks to keep the annual portfolio turnover rate below 15%.