Rydex Commodities Strategy Fund

U.S. News evaluated 36 Commodities Broad Basket Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 8.39 percent over the past year, -1.86 percent over the past three years, and 0.89 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.6%
1 Year 8.4%
3 Years (Annualized) -1.9%
5 Years (Annualized) 0.9%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide investment results that correlate, before fees and expenses, to the performance of S&P GSCITM Commodity Index. The fund seeks exposure to the performance of the commodities markets. It will invests in exchange-traded products, including investment companies and commodity pools, that provide exposure to the commodities markets and in commodity-linked derivative instruments, which primarily consist of swap agreements, commodity options, and futures and options on futures. The fund also may invest up to 25% of its total assets in a wholly-owned and controlled Cayman Islands subsidiary. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Rydex Commodities Strategy Fund has an expense ratio of 1.53 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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