Nasdaq - Delayed Quote USD

Rydex Energy Services Inv (RYVIX)

246.53 +5.62 (+2.33%)
At close: 8:01 PM EST
Loading Chart for RYVIX
DELL
  • Previous Close 240.91
  • YTD Return -10.06%
  • Expense Ratio 1.42%
  • 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: RYVIX

View More

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

YTD Return

RYVIX
10.06%
Category
43.81%
 

1-Year Return

RYVIX
12.11%
Category
70.12%
 

3-Year Return

RYVIX
5.56%
Category
11.73%
 

5-Year Return

RYVIX
3.53%
Category
4.80%
 

People Also Watch

Holdings: RYVIX

View More

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

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

Recent News: RYVIX

View More

Research Reports: RYVIX

View More

Top Mutual Funds