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Rydex High Yield Strategy A (RYHDX)

115.95
-1.07
(-0.91%)
At close: 8:02:12 PM EDT
Loading Chart for RYHDX
  • Previous Close 117.02
  • YTD Return 1.21%
  • Expense Ratio 1.56%
  • Category High Yield Bond
  • Last Cap Gain -34.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 27.87M
  • Beta (5Y Monthly) 1.17
  • Yield 7.22%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 8.70
  • Inception Date Apr 16, 2007

The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments that in combination have economic characteristics similar to the U.S. and Canadian high yield bond markets and/or in high yield debt securities. It will primarily invest in credit default swaps, swaps on ETFs, and bond futures to gain exposure similar to the high yield bond market. The fund is non-diversified.

Rydex Funds

Fund Family

High Yield Bond

Fund Category

27.87M

Net Assets

2007-04-16

Inception Date

Performance Overview: RYHDX

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Trailing returns as of 4/8/2025. Category is High Yield Bond.

YTD Return

RYHDX
1.21%
Category
3.62%
 

1-Year Return

RYHDX
6.41%
Category
14.69%
 

3-Year Return

RYHDX
4.82%
Category
6.16%
 

5-Year Return

RYHDX
4.41%
Category
6.21%
 

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Holdings: RYHDX

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Sector Weightings

SectorRYHDX
Technology   33.69%
Healthcare   10.11%
Industrials   7.28%
Energy   3.14%
Utilities   2.52%
Real Estate   2.11%

Recent News: RYHDX

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Research Reports: RYHDX

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