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Rydex Basic Materials Inv (RYBIX)

72.77
+2.49
+(3.54%)
At close: April 11 at 8:04:26 PM EDT
Loading Chart for RYBIX
  • Previous Close 70.28
  • YTD Return 4.43%
  • Expense Ratio 1.40%
  • Category Natural Resources
  • Last Cap Gain -32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 23.06M
  • Beta (5Y Monthly) 1.22
  • Yield 0.05%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.04
  • Inception Date Apr 1, 1998

The fund invests substantially all (at least 80%) of its net assets in equity securities of Basic Materials Companies that are traded in the United States and in derivatives. It may invest to a significant extent in the securities of Basic Materials Companies that have small to mid-sized capitalizations. Basic Materials Companies are engaged in the manufacture, mining, processing, or distribution of raw materials and intermediate goods used in the industrials sector, and may be involved in the production and transportation of metals, textiles, and wood products.

Rydex Funds

Fund Family

Natural Resources

Fund Category

23.06M

Net Assets

1998-04-01

Inception Date

Performance Overview: RYBIX

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Trailing returns as of 4/10/2025. Category is Natural Resources.

YTD Return

RYBIX
4.43%
Category
20.74%
 

1-Year Return

RYBIX
2.45%
Category
63.77%
 

3-Year Return

RYBIX
0.78%
Category
9.96%
 

5-Year Return

RYBIX
16.60%
Category
11.51%
 

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Holdings: RYBIX

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Sector Weightings

SectorRYBIX
Industrials   3.00%
Healthcare   0.84%
Energy   0.27%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%

Recent News: RYBIX

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Research Reports: RYBIX

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