Rydex Utilities Inv (ryuix)
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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 Utilities Inv (RYUIX) Description: RYUIX is a mutual fund, which is an investment that owns a basket of assets. The RYUIX 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 small fund size classification. RYUIXs minimum initial investment amount is $2500 while the IRA minimum is $1000. RYUIXs expense ratio is roughly 1%. The latest RYUIXs front end load was 0% and the back end load was 0%. The Rydex Utilities Inv (RYUIX) mutual fund falls under the utilities category. RYUIX focuses its investments in USA and RYUIX is focused on the utilities industry or fund sector. The Rydex Utilities Inv (RYUIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RYUIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RYUIXs research report features technical analysis and long term investment potential.
This investment vehicle seeks capital appreciation, income is a secondary consideration. The fund normally invests primarily in equity securities (see equity research) of U.S. and foreign companies that the manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It invests the equity portion of their portfolio predominantly in mid- and large-cap companies, with the remaining portion in smaller companies. The fund expects to invest a significant portion (up to 50%) of assets in foreign securities.