The investment seeks capital appreciation. Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Transportation 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. It will invest to a significant extent in the securities of Transportation Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Transportation Companies and U.S. government securities. It is non-diversified.
Fund filings (PDF) »
Michael Dellapa (Started: Aug 1, 2006)
Ryan Harder (Started: Mar 14, 2008)
Michael Byrum (Started: Apr 2, 1998)
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Rydex Funds, 9601 Blackwell Rd, Suite 500, Rockville, MD 20850, USA