Rydex Real Estate H

Frequently Asked Questions About RYHRX

What does RYHRX invest in?

Under typical market conditions, this fund dedicates at least 80% of its net assets to equities of U.S.-traded real estate companies. It also strategically uses derivatives, primarily consisting of futures contracts and options tied to individual securities, other futures, and stock market indices. A notable portion of its investments may target real estate firms with small to medium market capitalizations. Additionally, the fund can gain exposure to international real estate through American Depositary Receipts (ADRs) and may also invest in U.S. government debt instruments.

What is the expense ratio of RYHRX?

Rydex Real Estate H (RYHRX) charges an expense ratio of 1.66%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RYHRX?

Rydex Real Estate H (RYHRX) manages $4.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RYHRX actively managed or an index fund?

RYHRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RYHRX launched?

Rydex Real Estate H (RYHRX) launched in February 2004 and is managed by the fund issuer.

How has RYHRX performed?

RYHRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.