SEVSX Rating, Research - Rydex/Sgi Mid Cap Value C

Rydex/Sgi Mid Cap Value C (sevsx)

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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 = 28

Threats + Weaknesses = 27

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

Fund Management Team

Fund Description Update

Rydex/Sgi Mid Cap Value C (SEVSX) Description: SEVSX is a mutual fund, which is an investment that owns a basket of assets. The SEVSX 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 average fund size classification. SEVSXs minimum initial investment amount is $100 while the IRA minimum is $100. SEVSXs expense ratio is roughly 2%. The latest SEVSXs front end load was 0% and the back end load was 1%. The Rydex/Sgi Mid Cap Value C (SEVSX) mutual fund falls under the small value category. SEVSX focuses its investments in USA and SEVSX is not affiliated with a particular industry or fund sector. The Rydex/Sgi Mid Cap Value C (SEVSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SEVSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SEVSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return with a secondary objective of principal preservation. The fundses a moderate asset allocation strategy designed for investors expecting to retire around the year 2040. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fundses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2040).

Management Analysis Update

Performance Analysis Update