Mutual Fund Insights: Rydex Inverse S&P 500 Strategy A Fund (RYARX)

In-depth Analysis of Rydex Inverse S&P 500 Strategy A Fund (RYARX)

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See Rydex Inverse S&P 500 Strategy A Fund (RYARX) performance details as of January 31, 2010

  

Last Trade: $32.56 on 3/17/2010, Change: -0.19 (-0.58%)

  

Fund Manager - Michael P. Byrum

Fund Manager Tenure: 8.6 years   [Similar Funds: RYURX ]
Fundmojo Fund Grade: N/A (Score: Manager deploys a bear strategy)     (What does this score mean?)

Byrum is president and CIO of Rydex Investments, his employer since its foundation in 1993. He has ultimate responsibility for the management of the funds. He was named the president of Rydex Investments in 2004 and has served as chief investment officer since 2003.Prior to joining Rydex Investments, Mr. Byrum worked for Money Management Associates, the investment adviser for Rushmore Funds, Inc. Byrum holds the Charted Financial Analyst designation.  Get more insights on Michael P. Byrum

  

 What we like about Rydex Inverse S&P 500 Strategy A Fund (RYARX)

Data for Rydex Inverse S&P 500 Strategy A Fund (RYARX) as of January 31, 2010

• Rydex Inverse S&P 500 Strategy A Fund (RYARX) management has been with Rydex Inverse S&P 500 Strategy A Fund for 8.6 years
• Rydex Inverse S&P 500 Strategy A Fund (RYARX) has good short-term performance (1-year return -30.55% vs -37.50% Bear Market category average)
• Rydex Inverse S&P 500 Strategy A Fund (RYARX) has good mid-term performance (3-year return 2.43% vs -8.30% Bear Market category average)
• Rydex Inverse S&P 500 Strategy A Fund (RYARX) has good Long-term performance (5-year return -0.95% vs -6.94% Bear Market category average)
• Rydex Inverse S&P 500 Strategy A Fund (RYARX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.18, lower than category average of 30.28
• Rydex Inverse S&P 500 Strategy A Fund (RYARX) has a lower management fee than its Bear Market average: 1.68% vs 2.01%

  

 What we are cautious about Rydex Inverse S&P 500 Strategy A Fund (RYARX)

Data for Rydex Inverse S&P 500 Strategy A Fund (RYARX) as of January 31, 2010

• Rydex Inverse S&P 500 Strategy A Fund (RYARX) ratio of up-years vs down years can be improved
• Rydex Inverse S&P 500 Strategy A Fund (RYARX) carries a 4.75% load

See Rydex Inverse S&P 500 Strategy A Fund (RYARX) performance details as of January 31, 2010

  

  

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Rydex Inverse S&P 500 Strategy A Fund (RYARX) Net Asset

Track net asset change of Rydex Inverse S&P 500 Strategy A fund (RYARX)

Date	Net Asset
01/2010	$30.48M
11/2009	$27.06M
10/2009	$16.41M

More historic net asset information on Rydex Inverse S&P 500 Strategy A Fund (RYARX)

  

Rydex Inverse S&P 500 Strategy A Fund (RYARX) Portfolio Allocation

Track portfolio allocation change of Rydex Inverse S&P 500 Strategy A fund (RYARX)

Date	Cash	Stock	Bond	Other
11/2009	90.29%	0%	9.71%	0%
10/2009	86.55%	2.19%	11.27%	0%
08/2009	86.04%	0.46%	13.51%	0%

Click here to see more historic asset allocation information on Rydex Inverse S&P 500 Strategy A Fund (RYARX)

  

Most Recent Top 10 Holdings in Rydex Inverse S&P 500 Strategy A Fund (RYARX)

Discover what Rydex Inverse S&P 500 Strategy A Fund (RYARX) manager is buying

30-Nov-09 FNMA [11.28%] Credit Suisse Swap [1.17%] Goldman Swap [1.02%] S&P 500 DEC 09 MINI [0.1%] FNMA [8.2%] Goldman Swap [3.99%] S&P Mini Index (Fut) [0.03%] N/A [0%] N/A [0%] N/A [0%]

31-Oct-09 FNMA [11.28%] Credit Suisse Swap [1.17%] Goldman Swap [1.02%] S&P 500 DEC 09 MINI [0.1%] FNMA [8.2%] Goldman Swap [3.99%] S&P Mini Index (Fut) [0.03%] N/A [0%] N/A [0%] N/A [0%]

31-Aug-09 FNMA [13.65%] Goldman Swap [0.68%] Credit Suisse Swap [0.46%] S&P 500 SEP 09 MINI [0.4%] FNMA [8.2%] Goldman Swap [3.99%] S&P Mini Index (Fut) [0.03%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Rydex Inverse S&P 500 Strategy A Fund (RYARX)

  

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See more information on Rydex Inverse S&P 500 Strategy A Fund (RYARX)

• Rydex Inverse S&P 500 Strategy A Fund Insights
• Rydex Inverse S&P 500 Strategy A Fund Performance Data
• Rydex Inverse S&P 500 Strategy A Fund News
• Rydex Inverse S&P 500 Strategy A Fund Score Explaination
• Rydex Inverse S&P 500 Strategy A Fund Manager Information
• Historic Rydex Inverse S&P 500 Strategy A Fund Asset Allocation Report
• Historic Rydex Inverse S&P 500 Strategy A Fund Top 10 Holding Tracking
• Historic Rydex Inverse S&P 500 Strategy A Fund Asset Under Management Tracking