Sp Midcap 400 Fund Quote
| RYCKX Fund | USD 47.31 0.66 1.41% |
Performance11 of 100
| Odds Of DistressLess than 17
|
Sp Midcap is trading at 47.31 as of the 26th of November 2024; that is 1.41 percent increase since the beginning of the trading day. The fund's open price was 46.65. Sp Midcap has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Sp Midcap 400 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. 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 RYCKX Mutual Fund
| 0.64 | RYBCX | Basic Materials | PairCorr |
| 0.65 | RYBAX | Basic Materials | PairCorr |
| 0.81 | RYBKX | Banking Fund Class | PairCorr |
| 0.65 | RYBMX | Basic Materials | PairCorr |
| 0.93 | RYBHX | Sp Midcap 400 | PairCorr |
| 0.65 | RYBIX | Basic Materials | PairCorr |
Moving against RYCKX Mutual Fund
RYCKX Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Rydex Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Sp Midcap 400 [RYCKX] is traded in USA and was established 26th of November 2024. 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 25.37%, while the total return for the last 3 years was 1.78%.
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 RYCKX 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 RYCKX 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
| IPGP | IPG Photonics | Stock | Information Technology | |
| TPH | TRI Pointe Homes | Stock | Consumer Discretionary | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| IIVI | II VI Incorporated | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| MASI | Masimo | Stock | Health Care | |
| QDEL | Quidel | Stock | Health Care | |
| TER | Teradyne | Stock | Information Technology |
Sp Midcap 400 Risk Profiles
| Mean Deviation | 0.8256 | |||
| Semi Deviation | 0.9945 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 |
Sp Midcap Against Markets
Other Information on Investing in RYCKX Mutual Fund
Sp Midcap financial ratios help investors to determine whether RYCKX 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 RYCKX with respect to the benefits of owning Sp Midcap security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |