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Rydex Energy Services C (RYVCX)

192.88 +4.40 (+2.33%)
At close: 8:01 PM EST
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DELL
  • Previous Close 188.48
  • YTD Return -10.80%
  • Expense Ratio 2.40%
  • Category Equity Energy
  • Last Cap Gain -237.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 6.49M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 296.00%
  • Last Dividend 0.50
  • Inception Date Sep 1, 2004

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

Rydex Funds

Fund Family

Equity Energy

Fund Category

6.49M

Net Assets

2004-09-01

Inception Date

Performance Overview: RYVCX

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Trailing returns as of 11/20/2024. Category is Equity Energy.

YTD Return

RYVCX
10.80%
Category
43.81%
 

1-Year Return

RYVCX
12.99%
Category
70.12%
 

3-Year Return

RYVCX
4.51%
Category
11.73%
 

5-Year Return

RYVCX
2.49%
Category
4.80%
 

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Holdings: RYVCX

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Top 10 Holdings (61.49% of Total Assets)

SymbolCompany% Assets
SLB
Schlumberger Limited 13.81%
BKR
Baker Hughes Company 10.73%
HAL
Halliburton Company 8.55%
FTI
TechnipFMC plc 4.43%
NOV
NOV Inc. 4.28%
CHX
ChampionX Corporation 4.25%
WFRD
Weatherford International plc 4.07%
NE
Noble Corporation plc 3.99%
WHD
Cactus, Inc. 3.83%
TS
Tenaris S.A. 3.55%

Sector Weightings

SectorRYVCX
Energy   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Healthcare   0.00%

Recent News: RYVCX

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Research Reports: RYVCX

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