SEVAX Rating, Research - Rydex/Sgi Mid Cap Value A

Rydex/Sgi Mid Cap Value A (sevax)

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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 = 37

Threats + Weaknesses = 29

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

Fund Management Team

Fund Description Update

Rydex/Sgi Mid Cap Value A (SEVAX) Description: SEVAX is a mutual fund, which is an investment that owns a basket of assets. The SEVAX 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. SEVAXs minimum initial investment amount is $100 while the IRA minimum is $100. SEVAXs expense ratio is roughly 1%. The latest SEVAXs front end load was 6% and the back end load was 0%. The Rydex/Sgi Mid Cap Value A (SEVAX) mutual fund falls under the small value category. SEVAX focuses its investments in USA and SEVAX is not affiliated with a particular industry or fund sector. The Rydex/Sgi Mid Cap Value A (SEVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SEVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SEVAXs 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 80% of net assets (plus any borrowings for investment purposes) in equity securities (see equity research) of companies that, when purchased, have market capitalizations that are similar to those of companies in the Russell 2500 Value Index. It may invest a portion of assets in options and futures contracts.

Management Analysis Update

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

Performance Analysis Update