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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 45 Trading-Leveraged Equity 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 30.49 percent over the past year, and -12.55 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||11.0%|
|3 Years (Annualized)||-12.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide investment results that correlate, before fees and expenses, to 200% of the performance of the BNY Mellon Emerging Markets 50 ADR Index on a daily basis. The fund invests principally in securities of companies included in the underlying index and in derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Rydex|SGI Series Funds Trust Emerging Markets 2x Strategy Fund has an expense ratio of 1.76 percent.
Risk is N/A compared to funds in the same category according to Morningstar.