2 / 5 Stars
3 4 1 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.89 percent over the past year, 20.18 percent over the past three years, and 1.80 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||28.0%|
|3 Years (Annualized)||20.2%|
|5 Years (Annualized)||1.8%|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Rydex Dow 2x Strategy Fund has an expense ratio of 2.54 percent.
Risk is High compared to funds in the same category according to Morningstar.