Health Care Fund Quote
| RYHEX Fund | USD 38.66 0.44 1.15% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Health Care is trading at 38.66 as of the 31st of January 2025; that is 1.15% up since the beginning of the trading day. The fund's open price was 38.22. Health Care has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal circumstances, the fund invests substantially all of its net assets in equity securities of Health Care 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. More on Health Care Fund
Moving together with Health Mutual Fund
Moving against Health Mutual Fund
Health Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Funds, Health Funds, Health, Rydex Funds, Large Blend, Health (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Health Care Fund [RYHEX] is traded in USA and was established 31st of January 2025. Health Care is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Health category and is part of Rydex Funds family. This fund at this time has accumulated 26.49 M in assets with minimum initial investment of 2.5 K. Health Care Fund is currently producing year-to-date (YTD) return of 5.83%, while the total return for the last 3 years was 3.25%.
Check Health Care 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 Health 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 Health 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 Health Care Fund 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 Health Care Fund Mutual Fund Constituents
| MDT | Medtronic PLC | Stock | Health Care | |
| CVS | CVS Health Corp | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SYK | Stryker | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MRNA | Moderna | Stock | Health Care |
Health Care Fund Risk Profiles
| Mean Deviation | 0.6459 | |||
| Semi Deviation | 0.9168 | |||
| Standard Deviation | 0.8424 | |||
| Variance | 0.7097 |
Health Care Against Markets
Other Information on Investing in Health Mutual Fund
Health Care financial ratios help investors to determine whether Health 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 Health with respect to the benefits of owning Health Care security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |