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Rydex Europe 1.25x Strategy C (RYCEX) Fund Ranking and Research

Ranking, Research and Recommendation of Rydex Europe 1.25x Strategy C (RYCEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Rydex Europe 1.25x Strategy C Fund (RYCEX) ManagerFund Manager - Michael P. Byrum

Fund Manager Information

Fund Manager Tenure: 18.6 years
Similar Funds: RYAEX 
Fund Family: Rydex Funds
Fund Category: Trading--Leveraged Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.31)     (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. He was named Vice President of Portfolio for Rydex Investments in 1998, and Executive Vice President in 2000. Prior to joining Rydex Investments, Mr. Byrum worked for Money Management Associates, the investment adviser for Rushmore Funds, Inc. Prior to joining Rydex Advisors, LLC, Mr. Byrum worked for Money Management Associates, Rydex Advisors, LLC for Rushmore Funds, Inc. He holds a degree in finance from Miami University of Ohio and is a member of the CFA Institute and the Washington Society of Investment Analysts.  Get more insights on Michael P. Byrum

 

Graph of Rydex Europe 1.25x Strategy C Fund (RYCEX) ProfileRydex Europe 1.25x Strategy C Fund (RYCEX) Profile

Fund Profile and Description

Rydex Europe 1.25x Strategy C Fund seeks investment results that correlate to the performance of the Dow Jones Stoxx 50 index. Rydex Europe 1.25x Strategy C Fund invests at least 80% of net assets in securities of companies in its underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. It attempts to consistently apply leverage to increase the fund's exposure to 125% of the underlying index. Rydex Europe 1.25x Strategy C Fund is non-diversified.

 

Rydex Europe 1.25x Strategy C (RYCEX) Fund Strength What we like about Rydex Europe 1.25x Strategy C (RYCEX) Fund

Data for Rydex Europe 1.25x Strategy C Fund (RYCEX) as of May 30, 2016

  • Rydex Europe 1.25x Strategy C Fund (RYCEX) management has been with Rydex Europe 1.25x Strategy C Fund for 18.6 years

Rydex Europe 1.25x Strategy C Fund (RYCEX) Weakness What we are cautious about Rydex Europe 1.25x Strategy C (RYCEX) Fund

Data for Rydex Europe 1.25x Strategy C Fund (RYCEX) as of May 30, 2016

  • Rydex Europe 1.25x Strategy C Fund (RYCEX) has a less-than-ideal short-term performance (1-year return -16.59% vs -4.19% Trading--Leveraged Equity category median performance)
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) has a less-than-ideal mid-term performance (3-year return -3.23% vs 10.54% Trading--Leveraged Equity category median performance)
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) has a less-than-ideal Long-term performance (5-year return -2.19% vs 11.60% Trading--Leveraged Equity category median performance)
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) ratio of up-years vs down years can be improved
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) has a Morningstar rating of 3 and below
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) is less safe compared to its Trading--Leveraged Equity peers
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) has an annual stock turnover rate of 608.00% that is higher than the Trading--Leveraged Equity average of 241.85%. This could mean Rydex Europe 1.25x Strategy C is more nimble, but also signal potential high tax impact and high trading fees
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) has a higher expense ratio of 2.48% than its Trading--Leveraged Equity average of 1.98%
  • Rydex Europe 1.25x Strategy C Fund (RYCEX) carries a 1% load
See Rydex Europe 1.25x Strategy C Fund (RYCEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Rydex Europe 1.25x Strategy C Fund (RYCEX)Compare with other top Trading--Leveraged Equity category mutual funds

Aadditional top Trading--Leveraged Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Rydex Europe 1.25x Strategy C-2.53-16.59-3.23-2.19
ProFunds Consumer Goods UltraSector Inv (CNPIX)5.549.2914.4115.85Compare
Direxion Mthly NASDAQ-100 Bull 2X Inv (DXQLX)-4.14-2.5729.7727.11Compare

See top fund managers for Trading--Leveraged Equity Category Funds

 

Compare Rydex Europe 1.25x Strategy C Fund (RYCEX)Compare with Trading--Leveraged Equity category ETFs

Some Trading--Leveraged Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion Daily Real Estate Bull 3X ETF (DRN)13.32%19.52%21.10%
ProShares Ultra Real Estate (URE)9.51%13.61%14.57%
ProShares Ultra Consumer Goods (UGE)5.96%11.59%20.27%
ProShares Ultra Consumer Services (UCC)000
ProShares Ultra Dow30 (DDM)000

 

Graph of Rydex Europe 1.25x Strategy C Fund (RYCEX) Net Asset TrackingRydex Europe 1.25x Strategy C (RYCEX) Fund Net Asset

Track net asset change of Rydex Europe 1.25x Strategy C fund (RYCEX)

DateNet Asset
05/2016$5.58M
03/2016$4.73M
02/2016$5.67M
More historic net asset information on Rydex Europe 1.25x Strategy C Fund (RYCEX)

  

Graph of Rydex Europe 1.25x Strategy C Fund (RYCEX) Portfolio TrackingRydex Europe 1.25x Strategy C (RYCEX) Fund Portfolio Allocation

Track portfolio allocation change of Rydex Europe 1.25x Strategy C fund (RYCEX)

DateCashStockBondOther
04/201620.02%54.79%0%25.2%
03/201628.87%55.88%0%15.25%
01/201625.02%69.14%0%5.84%
Click here to see more historic asset allocation information on Rydex Europe 1.25x Strategy C Fund (RYCEX)

 

graph of Rydex Europe 1.25x Strategy C Fund (RYCEX) Top 10 Position TrackingTop 10 Holdings in Rydex Europe 1.25x Strategy C (RYCEX) Fund

Discover what Rydex Europe 1.25x Strategy C Fund (RYCEX) manager is buying

Apr 29, 2016
Guggenheim Strategy I [24.75%]
NESTLE SA REG SHRS S [3.58%]
Novartis AG Common Stock [2.87%]
ROCHE HLDG LTD SPONS [2.68%]
HSBC Holdings PLC ADR [1.96%]
Total SA ADR [1.86%]
British American Tobacco PLC ADR [1.72%]
Royal Dutch Shell PLC ADR Class A [1.67%]
Novo Nordisk A/S Common Stock [1.6%]
GLAXOSMITHKLINE [1.57%]

Mar 30, 2016
Guggenheim Strategy I [17.42%]
NESTLE SA REG SHRS S [4.64%]
Novartis AG Common Stock [3.55%]
ROCHE HLDG LTD SPONS [3.37%]
HSBC Holdings PLC ADR [2.37%]
Total SA ADR [2.16%]
British American Tobacco PLC ADR [2.13%]
Novo Nordisk A/S Common Stock [2.01%]
Royal Dutch Shell PLC ADR Class A [1.99%]
GLAXOSMITHKLINE [1.92%]

Jan 30, 2016
Guggenheim Strategy I [4.73%]
NESTLE SA REG SHRS S [4.54%]
Novartis AG Common Stock [3.85%]
ROCHE HLDG LTD SPONS [3.52%]
HSBC Holdings PLC ADR [2.71%]
Total SA ADR [2.13%]
Novo Nordisk A/S Common Stock [2.08%]
British American Tobacco PLC ADR [2.01%]
GLAXOSMITHKLINE [1.96%]
Sanofi SA ADR [1.94%]
Click here for Stock Holding Change Map in Rydex Europe 1.25x Strategy C Fund (RYCEX)

  

Latest News on Rydex Europe 1.25x Strategy C (RYCEX) Fund

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