| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
3
1
1
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#136 in Small Blend
U.S. News evaluated 218 Small 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 31.79 percent over the past year, 13.24 percent over the past three years, and 1.20 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 23.6% |
| 1 Year | 31.8% |
| 3 Years (Annualized) | 13.2% |
| 5 Years (Annualized) | 1.2% |
| 10 Years (Annualized) | N/A |
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 included in the underlying index. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Rydex Russell 2000 2x Strategy Fund has an expense ratio of 1.82 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
