Rydex Inverse Dow 2x Strategy Fund Class C (RYCZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Trading--inverse equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide investment results that match- before fees and expenses- 200% of the inverse (opposite) of the performance of the Dow Jones Industrial Average- on a daily basis. The fund employs as its investment strategy a program of engaging in short sales of securities generally included in the underlying index and investing in derivative instruments. It will invest at least 80% of its net assets- plus any borrowings for investment purposes- in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. The fund is non-diversified.


1 month+0.10% 3 years-27.03%
3 months-2.44% 5 years-27.73%
1 year-34.90% Since inception-21.94%
Data through --

Peer Comparisonvs. Trading--inverse equity

Performance 5-yr return-27.73%-29.79%
Expense ratio2.62%1.94%
Risk 5 year sharpe ratio-1.62--
Net assets$8.4M$3.7M
Average market cap--$15.2B
Average P/E--17.3
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyRydex Funds
Fund manager & tenureMichael Byrum / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


Fixed income44.13%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 12.62%
-- 12.60%
-- 12.59%
-- 6.31%
-- 1.76%
-- 0.85%
-- 0.82%