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Rydex Precious Metals H (RYMPX)

37.48 +0.40 (+1.08%)
At close: 8:01 PM EST
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DELL
  • Previous Close 37.08
  • YTD Return 29.80%
  • Expense Ratio 1.55%
  • Category Equity Precious Metals
  • Last Cap Gain -87.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 104.62M
  • Beta (5Y Monthly) 1.01
  • Yield 3.04%
  • 5y Average Return --
  • Holdings Turnover 387.00%
  • Last Dividend 1.20
  • Inception Date Sep 1, 2004

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

Rydex Funds

Fund Family

Equity Precious Metals

Fund Category

104.62M

Net Assets

2004-09-01

Inception Date

Performance Overview: RYMPX

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

YTD Return

RYMPX
29.80%
Category
4.69%
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1-Year Return

RYMPX
46.99%
Category
11.83%
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3-Year Return

RYMPX
6.87%
Category
16.23%
?

5-Year Return

RYMPX
10.28%
Category
5.29%
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Holdings: RYMPX

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Top 10 Holdings (59.38% of Total Assets)

SymbolCompany% Assets
FCX
Freeport-McMoRan Inc. 10.10%
NEM
Newmont Corporation 8.60%
FGXXX
First American Funds, Inc. - Government Obligations Fund 7.09%
AEM.TO
Agnico Eagle Mines Limited 6.64%
ABX.TO
Barrick Gold Corporation 6.28%
WPM.TO
Wheaton Precious Metals Corp. 5.71%
GFI
Gold Fields Limited 4.15%
FNV.TO
Franco-Nevada Corporation 3.85%
K.TO
Kinross Gold Corporation 3.61%
AU
AngloGold Ashanti plc 3.34%

Sector Weightings

Recent News: RYMPX

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Research Reports: RYMPX

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