Sp Midcap 400 Fund Quote
| RYBHX Fund | USD 45.94 0.74 1.59% |
PerformanceVery Weak
| Odds Of DistressLow
|
Sp Midcap is trading at 45.94 as of the 27th of March 2025; that is 1.59 percent decrease since the beginning of the trading day. The fund's open price was 46.68. Sp Midcap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of February 2025 and ending today, the 27th of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. More on Sp Midcap 400
Moving together with RYBHX Mutual Fund
Moving against RYBHX Mutual Fund
RYBHX Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Rydex Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Sp Midcap 400 [RYBHX] is traded in USA and was established 27th of March 2025. Sp Midcap is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Rydex Funds family. This fund at this time has accumulated 28.41 M in assets with no minimum investment requirementsSp Midcap 400 is currently producing year-to-date (YTD) return of 2.33%, while the total return for the last 3 years was 1.73%.
Check Sp Midcap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on RYBHX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding RYBHX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sp Midcap 400 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Sp Midcap 400 Mutual Fund Constituents
| ENPH | Enphase Energy | Stock | Information Technology | |
| STLD | Steel Dynamics | Stock | Materials | |
| FTNT | Fortinet | Stock | Information Technology | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| ALGN | Align Technology | Stock | Health Care | |
| SLM | SLM Corp | Stock | Financials | |
| CABO | Cable One | Stock | Communication Services |
Sp Midcap 400 Risk Profiles
| Mean Deviation | 0.9535 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.58 | |||
| Risk Adjusted Performance | (0.07) |
Sp Midcap Against Markets
Other Information on Investing in RYBHX Mutual Fund
Sp Midcap financial ratios help investors to determine whether RYBHX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in RYBHX with respect to the benefits of owning Sp Midcap security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |