Nasdaq - Delayed Quote USD

Rydex S&P 500 Pure Value C (RYVVX)

82.99 +0.13 (+0.16%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 82.86
  • YTD Return 8.32%
  • Expense Ratio 2.31%
  • Category Large Value
  • Last Cap Gain -156.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 10.39M
  • Beta (5Y Monthly) 0.94
  • Yield 2.07%
  • 5y Average Return --
  • Holdings Turnover 1,099.00%
  • Last Dividend 1.72
  • Inception Date Sep 1, 2004

The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The index is composed of those constituents of the S&P 500? that exhibit the strongest value characteristics as measured using three factors: the ratios of book value,earnings, and sales to price. The fund is non-diversified.

Rydex Funds

Fund Family

Large Value

Fund Category

10.39M

Net Assets

2004-09-01

Inception Date

Performance Overview: RYVVX

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Trailing returns as of 10/31/2024. Category is Large Value.

YTD Return

RYVVX
8.32%
Category
4.44%
?

1-Year Return

RYVVX
20.92%
Category
14.37%
?

3-Year Return

RYVVX
5.65%
Category
6.04%
?

5-Year Return

RYVVX
6.67%
Category
9.20%
?

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Holdings: RYVVX

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Top 10 Holdings (25.81% of Total Assets)

SymbolCompany% Assets
GM
General Motors Company 3.99%
BRK-B
Berkshire Hathaway Inc. 3.82%
MHK
Mohawk Industries, Inc. 2.78%
UAL
United Airlines Holdings, Inc. 2.63%
F
Ford Motor Company 2.25%
VTRS
Viatris Inc. 2.21%
TSN
Tyson Foods, Inc. 2.17%
C
Citigroup Inc. 2.09%
CFG
Citizens Financial Group, Inc. 1.96%
KR
The Kroger Co. 1.92%

Sector Weightings

Recent News: RYVVX

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Research Reports: RYVVX

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