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Russell 2000® 1.5x Strategy

Price $70.61
Change ($0.10) / -0.14%
As of 5/25/18
 

Investment Strategy

Seeks to provide investment returns that correlate, before fees and expenses, to the performance of the Russell 2000® Index on a daily basis. The fund will attempt to consistently apply leverage to increase the fund's exposure to 150% of its benchmark.

Fund Highlights and Applications

  • Employs a strategy that seeks to magnify the index’s exposure 150% on a daily basis
  • Provides enhanced exposure to an underlying benchmark per dollar invested
  • Intended for investors who expect the Russell 2000® Index to go up and want accelerated investment gains when it does so. However, there is an increased risk of accelerated losses if the market declines

Distributions

Most Recent Income $5.336222
Dividend $0.000000
Most Recent Capital Gain $5.336222

Fees and Expenses

Gross Expense Ratio 1.74%
Net Expense Ratio 1.74%

Symbols & CUSIPs

Class Symbol CUSIP Inception
A RYAKX 78355E478 3/31/04
C RYCMX 78355E601 1/23/01
H RYMKX 783554389 11/1/00

Investment Team

Team Managed 

Operations

Fund Type Rydex
Distribution Frequency Annual (if applicable)
Benchmark Russell 2000 Index
Telephone 800.820.0888
Trading Hours Phone: 9:30 AM - 3:45 PM ET
Web: 9:30 AM - 3:55 PM ET
Note: Each financial intermediary may have its own rules about shares transactions, and may have earlier cut - off times for processing your transaction.
Investment Adviser Security Investors, LLC
Distributor Guggenheim Funds Distributors, LLC



Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the investment management business of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investments Advisors, LLC ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisors to the referenced funds.

© 2018 Guggenheim Investments. All Rights Reserved.

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• Not FDIC Insured • No Bank Guarantee • May Lose Value

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