Rydex Europe 1.25x Strategy H
9601 Blackwell Road Suite 500 Rockville MD 20850
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Phone: 800-820-0888
| Category: | Europe Stock | | Fund Family: | Rydex | | Net Assets: | 7.42M | | Year-to-Date Return: | -52.35% | | Yield: | 1.79% | | Morningstar Rating: |  | | Fund Inception Date: | 08-May-00 |
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Michael P. Byrum
Lead Manager since
08-May-00 | | | Byrum is president and CIO of Rydex Investments. He has ultimate responsibility for the management of the Funds. He has been associated with Rydex Investments since it was founded in 1993. He was was named the president of Rydex Investments in 2004 and has served as Chief Investment Officer of Rydex Investments since 2003. Ryrum holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks investment results that correlate to the performance of the Dow Jones Stoxx 50 index. The fund primarily invests in equity securities of European issuers. It may also invest in equity swap agreements, futures, options, stock indices, U.S. government securities, and repurchase agreements. The advisor will attempt to consistently apply leverage to increase the fund's exposure to 125% of the Stoxx 50 index. The fund is a nondiversified index fund. |
| Last Dividend
(6-Dec-07):
| 0.23 | | Last Cap Gain
(6-Dec-07):
| 0.70 | | Annual Holdings Turnover
| 320.00% | | Average for Category:
| 124.96% |
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| Expense | RYEUX | Category
Avg | | Total Expense Ratio: | 1.67%
| 1.62% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.37% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$526 | $723 | | 5 Yr Expense Projection*: |
$907 | $1,125 | | 10 Yr Expense Projection*: |
$1,976 | $2,207 |
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2.63% Nasdaq 0.00%
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