Mutual Fund Insights: Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

In-depth Analysis of Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

3 months 6 months 1 year 3 year 5 year

See Rydex Inverse Mid Cap Strategy C Fund (RYCLX) performance details as of January 31, 2010

  

Last Trade: $25.86 on 3/17/2010, Change: -0.20 (-0.77%)

  

Fund Manager - Michael P. Byrum

Fund Manager Tenure: 3.6 years   [Similar Funds: RYCQX ]
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 Mid Cap Strategy C Fund (RYCLX)

Data for Rydex Inverse Mid Cap Strategy C Fund (RYCLX) as of January 31, 2010

• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) management has been with Rydex Inverse Mid Cap Strategy C Fund for 3.6 years
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) has good mid-term performance (3-year return -3.21% vs -8.30% Bear Market category average)
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) has good Long-term performance (5-year return -5.68% vs -6.94% Bear Market category average)
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.45, lower than category average of 30.28

  

 What we are cautious about Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

Data for Rydex Inverse Mid Cap Strategy C Fund (RYCLX) as of January 31, 2010

• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) has a less-than-ideal short-term performance (1-year return -37.74% vs -37.50% Bear Market category average)
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) ratio of up-years vs down years can be improved
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) is less safe compared to its Bear Market peers
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) has a higher management fee of 2.43% than its Bear Market average of 2.01%
• Rydex Inverse Mid Cap Strategy C Fund (RYCLX) carries a 1% load

See Rydex Inverse Mid Cap Strategy C Fund (RYCLX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Bear Market category?

Below are some additional Bear Market mutual funds generated out of our database

• See top fund managers for Bear Market Category Funds
• Browse other funds in Bear Market Category

  

Rydex Inverse Mid Cap Strategy C Fund (RYCLX) Net Asset

Track net asset change of Rydex Inverse Mid Cap Strategy C fund (RYCLX)

Date	Net Asset
01/2010	$340.00K
11/2009	$330.00K
10/2009	$250.00K

More historic net asset information on Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

  

Rydex Inverse Mid Cap Strategy C Fund (RYCLX) Portfolio Allocation

Track portfolio allocation change of Rydex Inverse Mid Cap Strategy C fund (RYCLX)

Date	Cash	Stock	Bond	Other
11/2009	99.81%	0.19%	0%	0%
10/2009	97.21%	2.79%	0%	0%
08/2009	99.43%	0.57%	0%	0%

Click here to see more historic asset allocation information on Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

  

Most Recent Top 10 Holdings in Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

Discover what Rydex Inverse Mid Cap Strategy C Fund (RYCLX) manager is buying

30-Nov-09 S&P MID 400 EMINI DEC 09 [1.31%] Goldman Swap [0.2%] Credit Suisse Swap [0.01%] Goldman Swap [0.43%] S&P Mini Index (Fut) [0.32%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Oct-09 Credit Suisse Swap [2.39%] Goldman Swap [0.4%] S&P MID 400 EMINI DEC 09 [0.1%] Goldman Swap [0.43%] S&P Mini Index (Fut) [0.32%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Aug-09 Goldman Swap [0.85%] Credit Suisse Swap [0.57%] S&P MID 400 EMINI DEC 09 [0.08%] Goldman Swap [0.43%] S&P Mini Index (Fut) [0.32%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

  

Related books and products to Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

  

Latest News on Rydex Inverse Mid Cap Strategy C (RYCLX)

See what is happening with Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

Yahoo! Finance: RSS feed not found See more news on Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

 

Books and Resources

 

 

See more information on Rydex Inverse Mid Cap Strategy C Fund (RYCLX)

• Rydex Inverse Mid Cap Strategy C Fund Insights
• Rydex Inverse Mid Cap Strategy C Fund Performance Data
• Rydex Inverse Mid Cap Strategy C Fund News
• Rydex Inverse Mid Cap Strategy C Fund Score Explaination
• Rydex Inverse Mid Cap Strategy C Fund Manager Information
• Historic Rydex Inverse Mid Cap Strategy C Fund Asset Allocation Report
• Historic Rydex Inverse Mid Cap Strategy C Fund Top 10 Holding Tracking
• Historic Rydex Inverse Mid Cap Strategy C Fund Asset Under Management Tracking