Dow 2x Strategy Fund Quote
| RYCVX Fund | USD 185.21 1.08 0.59% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Dow 2x is trading at 185.21 as of the 29th of January 2025; that is 0.59 percent increase since the beginning of the trading day. The fund's open price was 184.13. Dow 2x has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 9th of February 2023 and ending today, the 29th of January 2025. Click here to learn more.
The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. More on Dow 2x Strategy
Moving together with Dow Mutual Fund
Moving against Dow Mutual Fund
Dow Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Value Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, Rydex Funds, Large Value, Trading--Leveraged Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Dow 2x Strategy [RYCVX] is traded in USA and was established 29th of January 2025. Dow 2x is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Leveraged Equity category and is part of Rydex Funds family. This fund at this time has accumulated 40.96 M in assets with minimum initial investment of 2.5 K. Dow 2x Strategy is currently producing year-to-date (YTD) return of 8.52% with the current yeild of 0.01%, while the total return for the last 3 years was 13.07%.
Check Dow 2x 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 Dow 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 Dow 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 Dow 2x Strategy 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 Dow 2x Strategy Mutual Fund Constituents
| JNJ | Johnson Johnson | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MMM | 3M Company | Stock | Industrials | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| AAPL | Apple Inc | Stock | Information Technology |
Dow 2x Strategy Risk Profiles
| Mean Deviation | 1.28 | |||
| Semi Deviation | 1.49 | |||
| Standard Deviation | 1.75 | |||
| Variance | 3.07 |
Dow 2x Against Markets
Other Information on Investing in Dow Mutual Fund
Dow 2x financial ratios help investors to determine whether Dow 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 Dow with respect to the benefits of owning Dow 2x security.
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