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Rydex Utilities H (RYAUX)

52.25
+0.15
+(0.29%)
At close: 8:02:11 PM EDT
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  • Previous Close 52.10
  • YTD Return 5.76%
  • Expense Ratio 1.65%
  • Category Utilities
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 20.9M
  • Beta (5Y Monthly) 0.76
  • Yield 0.73%
  • 5y Average Return --
  • Holdings Turnover 163.00%
  • Last Dividend 0.38
  • Inception Date Apr 3, 2000

Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Utilities 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 may invest to a significant extent in the securities of Utilities Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Utilities Companies and U.S. government securities.

Rydex Funds

Fund Family

Utilities

Fund Category

20.9M

Net Assets

2000-04-03

Inception Date

Performance Overview: RYAUX

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Trailing returns as of 5/6/2025. Category is Utilities.

YTD Return

RYAUX
5.76%
Category
4.24%
 

1-Year Return

RYAUX
20.96%
Category
18.66%
 

3-Year Return

RYAUX
5.72%
Category
9.19%
 

5-Year Return

RYAUX
8.35%
Category
7.16%
 

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Holdings: RYAUX

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Sector Weightings

SectorRYAUX
Utilities   97.18%
Industrials   1.44%
Energy   1.25%
Technology   0.12%
Real Estate   0.00%
Healthcare   0.00%

Recent News: RYAUX

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Research Reports: RYAUX

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