Nasdaq - Delayed Quote USD

Rydex Energy C (RYECX)

198.59 -2.51 (-1.25%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 201.10
  • YTD Return 1.17%
  • Expense Ratio 2.40%
  • Category Equity Energy
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 20.67M
  • Beta (5Y Monthly) 0.83
  • Yield 3.46%
  • 5y Average Return --
  • Holdings Turnover 500.00%
  • Last Dividend 6.89
  • Inception Date Apr 21, 1998

Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Energy Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It will invest to a significant extent in the securities of Energy Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Energy Companies and U.S. government securities.

Rydex Funds

Fund Family

Equity Energy

Fund Category

20.67M

Net Assets

1998-04-21

Inception Date

Performance Overview: RYECX

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Trailing returns as of 10/23/2024. Category is Equity Energy.

YTD Return

RYECX
1.17%
Category
43.81%
?

1-Year Return

RYECX
3.16%
Category
70.12%
?

3-Year Return

RYECX
16.16%
Category
11.73%
?

5-Year Return

RYECX
9.49%
Category
4.80%
?

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Holdings: RYECX

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Top 10 Holdings (32.60% of Total Assets)

SymbolCompany% Assets
XOM
Exxon Mobil Corporation 7.26%
CVX
Chevron Corporation 4.80%
COP
ConocoPhillips 3.59%
EOG
EOG Resources, Inc. 2.76%
MPC
Marathon Petroleum Corporation 2.44%
OKE
ONEOK, Inc. 2.44%
SLB
Schlumberger Limited 2.44%
WMB
The Williams Companies, Inc. 2.40%
PSX
Phillips 66 2.38%
LNG
Cheniere Energy, Inc. 2.10%

Sector Weightings

Recent News: RYECX

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Research Reports: RYECX

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