| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
5
1
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 30.09 percent over the past year, 18.71 percent over the past three years, -0.16 percent over the past five years, and 6.28 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 25.1% |
| 1 Year | 30.1% |
| 3 Years (Annualized) | 18.7% |
| 5 Years (Annualized) | -0.2% |
| 10 Years (Annualized) | 6.3% |
Summary
The investment seeks to provide investment results that match, before fees and expenses, the performance of a specific benchmark on a daily basis. The fund invests in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Rydex S&P 500 2x Strategy Fund has an expense ratio of 2.51 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
