Sp 500 Pure Fund Quote
| RYAWX Fund | USD 105.52 0.89 0.85% |
Performance20 of 100
| Odds Of DistressLess than 15
|
Sp 500 is trading at 105.52 as of the 1st of December 2024; that is 0.85 percent increase since the beginning of the trading day. The fund's open price was 104.63. Sp 500 has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Sp 500 Pure are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund employs as its investment strategy a program of investing in the common stock of companies that are 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 securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. More on Sp 500 Pure
Moving together with RYAWX Mutual Fund
| 0.7 | RYBCX | Basic Materials | PairCorr |
| 0.71 | RYBAX | Basic Materials | PairCorr |
| 0.86 | RYBKX | Banking Fund Class | PairCorr |
| 0.71 | RYBMX | Basic Materials | PairCorr |
| 0.93 | RYBHX | Sp Midcap 400 | PairCorr |
| 0.72 | RYBIX | Basic Materials | PairCorr |
Moving against RYAWX Mutual Fund
RYAWX Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Growth Funds, Large Growth, Rydex Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Sp 500 Pure [RYAWX] is traded in USA and was established 1st of December 2024. Sp 500 is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Rydex Funds family. This fund at this time has accumulated 34.67 M in assets with no minimum investment requirementsSp 500 Pure is currently producing year-to-date (YTD) return of 31.9%, while the total return for the last 3 years was -0.66%.
Check Sp 500 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 RYAWX 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 RYAWX 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 Sp 500 Pure 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 Sp 500 Pure Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| SIVB | SVB Financial Group | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| CSX | CSX Corporation | Stock | Industrials | |
| ENPH | Enphase Energy | Stock | Information Technology | |
| NRG | NRG Energy | Stock | Utilities | |
| LLY | Eli Lilly and | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Sp 500 Pure Risk Profiles
| Mean Deviation | 0.792 | |||
| Semi Deviation | 0.9301 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.23 |
Sp 500 Against Markets
Other Information on Investing in RYAWX Mutual Fund
Sp 500 financial ratios help investors to determine whether RYAWX 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 RYAWX with respect to the benefits of owning Sp 500 security.
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