Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | RYLDX Insights | RYLDX Score | RYLDX Performance | RYLDX News | RYLDX Allocation | RYLDX Holdings Change

Rydex Dow 2x Strategy A (RYLDX) Fund Ranking and Research

Ranking, Research and Recommendation of Rydex Dow 2x Strategy A (RYLDX) Fund

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

 

Graph of Rydex Dow 2x Strategy A Fund (RYLDX) ManagerFund Manager - Ryan A. Harder

Fund Manager Information

Fund Manager Tenure: 9.8 years
Fund Family: Rydex Funds
Fund Category: Trading--Leveraged Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Harder joined Rydex Investments in 2004 as an assistant portfolio manager, was promoted to portfolio manager in 2005 and has served in his current capacity since 2008. Prior to joining Rydex Investments, he served in various capacities with WestLB Asset Management, including as an assistant portfolio manager, and worked in risk management at CIBC World Markets.He holds a B.A. in Economics from Brock University in Ontario, Canada and a Master of Science in International Securities, Investment and Banking from the ICMA Centre at the University of Reading in the U.K. Harder holds the Chartered Financial Analyst designation.  Get more insights on Ryan A. Harder

 

Graph of Rydex Dow 2x Strategy A Fund (RYLDX) ProfileRydex Dow 2x Strategy A Fund (RYLDX) Profile

Fund Profile and Description

Rydex Dow 2x Strategy A Fund seeks to provide investment results that will match the performance of a specific benchmark, 200% of the performance of the Dow Jones Industrial Average. Rydex Dow 2x Strategy A Fund invests at least 80% of assets in financial instruments with economic characteristics that should perform similarly to the securities of companies included in the underlying index. It is a non-diversified and enhanced index fund.

 

Rydex Dow 2x Strategy A (RYLDX) Fund Strength What we like about Rydex Dow 2x Strategy A (RYLDX) Fund

Data for Rydex Dow 2x Strategy A Fund (RYLDX) as of May 30, 2016

  • Rydex Dow 2x Strategy A Fund (RYLDX) management has been with Rydex Dow 2x Strategy A Fund for 9.8 years
  • Rydex Dow 2x Strategy A Fund (RYLDX) has good short-term performance (1-year return -2.60% vs -4.19% Trading--Leveraged Equity category median performance)
  • Rydex Dow 2x Strategy A Fund (RYLDX) has good mid-term performance (3-year return 11.92% vs 10.54% Trading--Leveraged Equity category median performance)
  • Rydex Dow 2x Strategy A Fund (RYLDX) has good Long-term performance (5-year return 14.92% vs 11.60% Trading--Leveraged Equity category median performance)
  • Rydex Dow 2x Strategy A Fund (RYLDX) ratio of up-years vs down years is greater than 2
  • Rydex Dow 2x Strategy A Fund (RYLDX) has an annual stock turnover rate of 1,236.00% vs Trading--Leveraged Equity average of 241.85%. It is good that Rydex Dow 2x Strategy A management does not trade extensively for its return.
  • Rydex Dow 2x Strategy A Fund (RYLDX) has a lower expense ratio than its Trading--Leveraged Equity average: 1.81% vs 1.98%

Rydex Dow 2x Strategy A Fund (RYLDX) Weakness What we are cautious about Rydex Dow 2x Strategy A (RYLDX) Fund

Data for Rydex Dow 2x Strategy A Fund (RYLDX) as of May 30, 2016

  • Rydex Dow 2x Strategy A Fund (RYLDX) has a Morningstar rating of 3 and below
  • Rydex Dow 2x Strategy A Fund (RYLDX) is less safe compared to its Trading--Leveraged Equity peers
  • Rydex Dow 2x Strategy A Fund (RYLDX) carries a 4.75% load
See Rydex Dow 2x Strategy A Fund (RYLDX) performance details as of May 30, 2016

 

What do you think?

 

Compare Rydex Dow 2x Strategy A Fund (RYLDX)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 Dow 2x Strategy A4.60-2.6011.9214.92
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 Dow 2x Strategy A Fund (RYLDX)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 Dow 2x Strategy A Fund (RYLDX) Net Asset TrackingRydex Dow 2x Strategy A (RYLDX) Fund Net Asset

Track net asset change of Rydex Dow 2x Strategy A fund (RYLDX)

DateNet Asset
05/2016$27.70M
03/2016$31.92M
02/2016$25.33M
More historic net asset information on Rydex Dow 2x Strategy A Fund (RYLDX)

  

Graph of Rydex Dow 2x Strategy A Fund (RYLDX) Portfolio TrackingRydex Dow 2x Strategy A (RYLDX) Fund Portfolio Allocation

Track portfolio allocation change of Rydex Dow 2x Strategy A fund (RYLDX)

DateCashStockBondOther
04/201629.64%69.61%0%0.76%
03/201622.11%77.61%0%0.28%
01/201618.4%74.59%0%7.01%
Click here to see more historic asset allocation information on Rydex Dow 2x Strategy A Fund (RYLDX)

 

graph of Rydex Dow 2x Strategy A Fund (RYLDX) Top 10 Position TrackingTop 10 Holdings in Rydex Dow 2x Strategy A (RYLDX) Fund

Discover what Rydex Dow 2x Strategy A Fund (RYLDX) manager is buying

Apr 29, 2016
3M Company Common Stock [4.52%]
Goldman Sachs Group, Inc. (The) [4.43%]
International Business Machines [3.94%]
Boeing Company (The) Common Sto [3.64%]
Home Depot, Inc. (The) Common S [3.61%]
UnitedHealth Group Incorporated [3.55%]
Johnson & Johnson Common Stock [3.02%]
The Travelers Companies, Inc. C [2.97%]
United Technologies Corporation [2.82%]

Mar 30, 2016
3M Company Common Stock [4.99%]
Goldman Sachs Group, Inc. (The) [4.7%]
International Business Machines [4.54%]
Home Depot, Inc. (The) Common S [4%]
UnitedHealth Group Incorporated [3.86%]
Boeing Company (The) Common Sto [3.8%]
The Travelers Companies, Inc. C [3.5%]
Apple Inc. [3.27%]
Johnson & Johnson Common Stock [3.24%]

Jan 30, 2016
Goldman Sachs Group, Inc. (The) [4.93%]
3M Company Common Stock [4.61%]
Home Depot, Inc. (The) Common S [3.84%]
International Business Machines [3.83%]
Boeing Company (The) Common Sto [3.67%]
UnitedHealth Group Incorporated [3.52%]
The Travelers Companies, Inc. C [3.27%]
Johnson & Johnson Common Stock [3.19%]
Apple Inc. [2.97%]
Click here for Stock Holding Change Map in Rydex Dow 2x Strategy A Fund (RYLDX)

  

Latest News on Rydex Dow 2x Strategy A (RYLDX) Fund

See what is happening with Rydex Dow 2x Strategy A Fund (RYLDX)

    No recent news

 

Rydex Dow 2x Strategy A Fund (RYLDX) Related ResourcesSee more information on Rydex Dow 2x Strategy A (RYLDX) Fund

Popular pages on Rydex Dow 2x Strategy A (RYLDX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update