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Rydex S&P 500 2x Strategy A (RYTTX) Fund Ranking and Research

Ranking, Research and Recommendation of Rydex S&P 500 2x Strategy A (RYTTX) Fund

    Last Trade: $100.60 on 9/22/2017, Change: +0.12 (0.12%)

 

Graph of Rydex S&P 500 2x Strategy A Fund (RYTTX) ManagerFund Manager - Ryan A. Harder

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: RYTNX  RYCTX  RYJTX 
Fund Family: Rydex Funds
Fund Category: Trading--Leveraged Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (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 S&P 500 2x Strategy A Fund (RYTTX) ProfileRydex S&P 500 2x Strategy A Fund (RYTTX) Profile

Fund Profile and Description

Rydex S&P 500 2x Strategy A Fund seeks investment results that correlate to 200% of the performance of the S&P 500 Index. Rydex S&P 500 2x Strategy A Fund invests in leveraged derivative instruments, which primarily consist of equity index swaps, futures contracts, and options on securities, futures contracts, and stock indices. It will invest at least 80% of net assets in financial instruments with economic characteristics that should perform similarly to the securities of companies included in the underlying index.

 

Rydex S&P 500 2x Strategy A (RYTTX) Fund Strength What we like about Rydex S&P 500 2x Strategy A (RYTTX) Fund

Data for Rydex S&P 500 2x Strategy A Fund (RYTTX) as of May 30, 2016

  • Rydex S&P 500 2x Strategy A Fund (RYTTX) management has been with Rydex S&P 500 2x Strategy A Fund for 9.5 years
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) has good short-term performance (1-year return -1.90% vs -4.19% Trading--Leveraged Equity category median performance)
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) has good mid-term performance (3-year return 18.27% vs 10.54% Trading--Leveraged Equity category median performance)
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) has good Long-term performance (5-year return 18.63% vs 11.60% Trading--Leveraged Equity category median performance)
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) ratio of up-years vs down years is greater than 2
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) has a lower expense ratio than its Trading--Leveraged Equity average: 1.80% vs 1.98%

Rydex S&P 500 2x Strategy A Fund (RYTTX) Weakness What we are cautious about Rydex S&P 500 2x Strategy A (RYTTX) Fund

Data for Rydex S&P 500 2x Strategy A Fund (RYTTX) as of May 30, 2016

  • Rydex S&P 500 2x Strategy A Fund (RYTTX) has a Morningstar rating of 3 and below
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) is less safe compared to its Trading--Leveraged Equity peers
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) has an annual stock turnover rate of 420.00% that is higher than the Trading--Leveraged Equity average of 241.85%. This could mean Rydex S&P 500 2x Strategy A is more nimble, but also signal potential high tax impact and high trading fees
  • Rydex S&P 500 2x Strategy A Fund (RYTTX) carries a 4.75% load
See Rydex S&P 500 2x Strategy A Fund (RYTTX) performance details as of May 30, 2016

 

What do you think?

 

Compare Rydex S&P 500 2x Strategy A Fund (RYTTX)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 S&P 500 2x Strategy A5.02-1.9018.2718.63
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 S&P 500 2x Strategy A Fund (RYTTX)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 S&P 500 2x Strategy A Fund (RYTTX) Net Asset TrackingRydex S&P 500 2x Strategy A (RYTTX) Fund Net Asset

Track net asset change of Rydex S&P 500 2x Strategy A fund (RYTTX)

DateNet Asset
05/2016$127.03M
03/2016$117.40M
02/2016$129.44M
More historic net asset information on Rydex S&P 500 2x Strategy A Fund (RYTTX)

  

Graph of Rydex S&P 500 2x Strategy A Fund (RYTTX) Portfolio TrackingRydex S&P 500 2x Strategy A (RYTTX) Fund Portfolio Allocation

Track portfolio allocation change of Rydex S&P 500 2x Strategy A fund (RYTTX)

DateCashStockBondOther
04/201660.58%35.41%4.01%0%
03/201632.69%62.44%4.24%0.63%
01/201621.34%70.71%4.4%3.55%
Click here to see more historic asset allocation information on Rydex S&P 500 2x Strategy A Fund (RYTTX)

 

graph of Rydex S&P 500 2x Strategy A Fund (RYTTX) Top 10 Position TrackingTop 10 Holdings in Rydex S&P 500 2x Strategy A (RYTTX) Fund

Discover what Rydex S&P 500 2x Strategy A Fund (RYTTX) manager is buying

Apr 29, 2016
FFCB FRN [4.11%]
Apple Inc. [1.05%]
Gsswap [0.85%]
Microsoft Corporation [0.79%]
Exxon Mobil Corporation Common [0.74%]
Johnson & Johnson Common Stock [0.62%]
General Electric Company Common [0.58%]
Berkshire Hathaway Inc B [0.55%]
Facebook, Inc. [0.54%]
Amazon.com, Inc. [0.51%]

Mar 30, 2016
FFCB FRN [4.24%]
Apple Inc. [2.1%]
Microsoft Corporation [1.52%]
Exxon Mobil Corporation Common [1.2%]
Johnson & Johnson Common Stock [1.04%]
General Electric Company Common [1.03%]
Berkshire Hathaway Inc B [0.92%]
Facebook, Inc. [0.91%]
AT&T Inc. [0.84%]
Amazon.com, Inc. [0.8%]

Jan 30, 2016
FFCB FRN [4.4%]
Brswap [2.47%]
Apple Inc. [2.26%]
Microsoft Corporation [1.83%]
Exxon Mobil Corporation Common [1.35%]
Johnson & Johnson Common Stock [1.2%]
General Electric Company Common [1.14%]
Facebook, Inc. [1.06%]
Berkshire Hathaway Inc B [1.01%]
Wells Fargo & Company Common St [0.97%]
Click here for Stock Holding Change Map in Rydex S&P 500 2x Strategy A Fund (RYTTX)

  

Latest News on Rydex S&P 500 2x Strategy A (RYTTX) Fund

See what is happening with Rydex S&P 500 2x Strategy A Fund (RYTTX)

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Rydex S&P 500 2x Strategy A Fund (RYTTX) Related ResourcesSee more information on Rydex S&P 500 2x Strategy A (RYTTX) Fund

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