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Rydex Real Estate H RYHRX

Quantitative rating as of | See Rydex Investment Hub
  • NAV / 1-Day Return 38.87  /  0.99 %
  • Total Assets 8.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.620%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.41%
  • Turnover 380%

Morningstar’s Analysis RYHRX

Will RYHRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Rydex Real Estate H to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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