| 12.65 Net Asset Value | +0.64% 1 Day | +9.62% Year-to-Date | Overall Morningstar Rating |
| Communications Style or Category | No Load Sales Expenses | 2.36% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +5.95% | 3 years | +4.05% | |
| 3 months | +6.12% | 5 years | -4.14% | |
| 1 year | +19.37% | Since inception | -4.92% |
| RYCSX | Category | |
|---|---|---|
| Performance 5-yr return | -4.14% | +2.93% |
| Expense ratio | 2.36% | 1.69% |
| Risk 5 year sharpe ratio | -0.08 | 0.22 |
| Net assets | $4.9M | $297.7M |
| Average market cap | $24.9B | $26.1B |
| Average P/E | 19.4 | 23.9 |
| Portfolio turnover | 793% | 793% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Rydex Funds |
| Fund manager & tenure | Michael Byrum / 15 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Telecommunication | 94.32% |
| Hardware | 3.73% |
| Business service | 0.53% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| T AT&T Inc | 9.85% |
| VZ Verizon Communications Inc | 8.90% |
| CSCO Cisco Systems Inc | 7.10% |
| QCOM Qualcomm, Inc. | 6.77% |
| BBRY Research in Motion Ltd | 4.44% |
| VOD Vodafone Group PLC ADR | 3.77% |
| S Sprint Nextel Corp | 3.46% |
| CTL CenturyLink Inc | 3.44% |
| CCI Crown Castle International Corp | 3.37% |
| AMX America Movil, S.A.B. de C.V. ADR | 3.07% |
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