Rydex Series Trust Telecommunications Fund

Scorecard
1 / 5 Stars
Lipper
1 1 2 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

U.S. News evaluated 8 Communications 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 16.39 percent over the past year, 3.98 percent over the past three years, 7.30 percent over the past five years, and 2.12 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 16.4%
3 Years (Annualized) 4.0%
5 Years (Annualized) 7.3%
10 Years (Annualized) 2.1%

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Summary

The investment seeks capital appreciation. The fund invests substantially all (at least 80%) of its net assets in equity securities of Telecommunications Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It will invest to a significant extent in the securities of Telecommunications Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Telecommunications Companies and U.S. government securities. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Rydex Series Trust Telecommunications Fund has an expense ratio of 1.38 percent.

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Risk

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

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