Morningstar

Rydex Mutual Funds

View all of Rydex’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Rydex Funds List

Share Class Type

1 to 25 of 191 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Rydex NASDAQ-100® InvRYOCXLarge Growth18.76%741.270%HighNo Load$2,500
Rydex Basic Materials InvRYBIXNatural Resources9.07%471.400%Above AverageNo Load$2,500
Rydex Electronics ARYELXTechnology21.34%421.650%HighFront Load$2,500
Rydex Electronics CRYSCXTechnology20.65%472.400%HighLevel Load$2,500
Rydex Electronics HRYSAXTechnology21.34%421.650%HighNo Load$2,500
Rydex Electronics InvRYSIXTechnology21.57%411.390%Above AverageNo Load$2,500
Rydex NASDAQ-100® ARYATXLarge Growth18.52%751.510%HighFront Load$2,500
Rydex NASDAQ-100® CRYCOXLarge Growth17.86%792.270%HighLevel Load$2,500
Rydex NASDAQ-100® HRYHOXLarge Growth18.53%751.510%HighNo Load$2,500
Rydex Basic Materials ARYBMXNatural Resources8.86%531.650%HighFront Load$2,500
Rydex Basic Materials CRYBCXNatural Resources8.23%532.400%HighLevel Load$2,500
Rydex Basic Materials HRYBAXNatural Resources8.86%531.650%HighNo Load$2,500
Rydex Energy ARYENXEquity Energy7.32%591.650%HighFront Load$2,500
Rydex Energy CRYECXEquity Energy6.70%672.400%HighLevel Load$2,500
Rydex Energy HRYEAXEquity Energy7.32%591.650%HighNo Load$2,500
Rydex Energy InvRYEIXEquity Energy7.52%581.410%Above AverageNo Load$2,500
Rydex Financial Services ARYFNXFinancial18.08%581.650%HighFront Load$2,500
Rydex Financial Services CRYFCXFinancial17.42%622.400%HighLevel Load$2,500
Rydex Financial Services HRYFAXFinancial18.08%581.650%HighNo Load$2,500
Rydex Financial Services InvRYFIXFinancial18.30%571.390%Above AverageNo Load$2,500
Rydex Health Care ARYHEXHealth8.19%661.650%HighFront Load$2,500
Rydex Health Care CRYHCXHealth7.59%692.400%HighLevel Load$2,500
Rydex Health Care HRYHAXHealth8.21%641.650%HighNo Load$2,500
Rydex Health Care InvRYHIXHealth8.42%601.400%Above AverageNo Load$2,500
Rydex Precious Metals ARYMNXEquity Precious Metals27.58%531.550%HighFront Load$2,500

Rydex Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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