Health Care Fund Quote
RYHIX Fund | USD 42.07 0.15 0.36% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Health Care is trading at 42.07 as of the 18th of January 2025; that is 0.36 percent down since the beginning of the trading day. The fund's open price was 42.22. Health Care has about a 22 % 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 19th of December 2024 and ending today, the 18th 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
0.83 | RYBCX | Basic Materials | PairCorr |
0.83 | RYBAX | Basic Materials | PairCorr |
0.83 | RYBMX | Basic Materials | PairCorr |
0.7 | RYBHX | Sp Midcap 400 | PairCorr |
0.82 | RYBIX | Basic Materials | PairCorr |
Moving against Health Mutual Fund
Health Mutual Fund Highlights
Fund Concentration | Rydex Funds, Large Funds, Health Funds, Health, Rydex Funds (View all Sectors) |
Update Date | 31st of December 2024 |
Expense Ratio Date | 19th of August 2022 |
Fiscal Year End | March |
Health Care Fund [RYHIX] is traded in USA and was established 18th 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 no minimum investment requirementsHealth Care Fund is currently producing year-to-date (YTD) return of 1.78%, while the total return for the last 3 years was 0.16%.
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
CVS | CVS Health Corp | Stock | Health Care | |
MDT | Medtronic PLC | Stock | Health Care | |
GILD | Gilead Sciences | Stock | Health Care | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
TMO | Thermo Fisher Scientific | Stock | Health Care | |
PFE | Pfizer Inc | Stock | Health Care | |
MRNA | Moderna | Stock | Health Care | |
MRK | Merck Company | Stock | Health Care |
Health Care Fund Risk Profiles
Mean Deviation | 0.6244 | |||
Standard Deviation | 0.7804 | |||
Variance | 0.6091 | |||
Risk Adjusted Performance | (0.10) |
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.
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Risk-Return Analysis View associations between returns expected from investment and the risk you assume |