About RYMBX
Rydex Commodities Strategy Fund Class H is an open-end mutual fund focused on providing broad-based exposure to the commodities market through a diversified basket of commodity goods. The fund’s primary objective is to deliver investment results that correlate, before fees and expenses, to the performance of the S&P GSCI Commodity Index, a widely followed benchmark reflecting the performance of global commodities futures contracts. It achieves this by investing in a range of assets linked to commodities, which may include grains, minerals, metals, livestock, and various soft commodities such as oil, cotton, and coffee, either directly or via commodity-linked derivatives like swaps and futures agreements.
Managed by a team of investment professionals, the fund is categorized by Morningstar as a 'Commodities Broad Basket' portfolio, emphasizing broad diversification across commodity sectors to capture general trends in the commodities market. As such, it serves as a potential tool for investors seeking diversification outside of traditional equities and fixed income, or for those aiming to hedge against inflation and macroeconomic risks associated with commodity price movements. The fund is subject to an annual gross expense ratio and distributes income on an annual basis when applicable.
Fund Family Rydex Funds
Category Commodities Broad Basket
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol RYMBX
Share Class Class H
Index S&P Goldman Sachs Commodity Index Total Return Ind
RYMBX had a total return of 44.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been -3.17%.
