Rydex Alternative Strategies Allo C
9601 Blackwell Road Suite 500 Rockville MD 20850
Map
Phone: 800-820-0888
| Category: | Large Blend | | Fund Family: | Rydex | | Net Assets: | 7.53M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 07-Mar-08 |
|
Michael P. Byrum
Lead Manager since
07-Mar-08 | | | 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 |
|
| |
| The investment seeks to deliver a return that has a low correlation to the returns of traditional stock and bond asset classes as well as provide capital appreciation. The fund invests principally in a diversified portfolio of affiliated and un-affiliated funds (the "underlying funds”) that represent alternative and non-traditional asset classes and/or strategies in an attempt to deliver low correlation to traditional stock and bond asset classes and long-term positive returns. It may generally invest in each underlying fund without limitation. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 71.85% |
|
| Expense | RYFFX | Category
Avg | | Total Expense Ratio: | 0.68%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$767 | $572 | | 5 Yr Expense Projection*: |
$1,311 | $876 | | 10 Yr Expense Projection*: |
$2,796 | $2,504 |
|
|
2.63% Nasdaq 0.00%
Profile
