Rydex NASDAQ-100 Fund Class A (RYATX) Research
The primary objective of this fund is to replicate the daily performance of the NASDAQ-100 Index® (which focuses on over-the-counter securities), before any fees or expenses are factored in. Its investment strategy involves purchasing common stock from companies whose market capitalization falls within a similar range to those in the underlying index, alongside the use of various derivative instruments. A foundational rule dictates that a minimum of 80% of its net assets, along with any funds borrowed for investment purposes, must be committed to securities found within the index, derivatives, or other financial tools designed to track the index's performance. This fund operates as a non-diversified investment vehicle.
Market snapshot
- Symbol
- RYATX
- Price
- $98.67
- Day change
- +2.46%
- Market cap
- $2.1B
- 52-week range
- 74.24-99.52
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- iShares MSCI Total International Index Fund - Class A (BDOAX)
- iShares Russell Mid-Cap Index Inv A (BRMAX)
- iShares Russell Mid-Cap Index K (BRMKX)
- BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX)
- Fidelity Freedom Index 2015 Fund - Investor Class (FLIFX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
- Shelton Nasdaq-100 Index Investor (NASDX)
- AQR Large Cap Defensive Style Fund Class R6 (QUERX)
Open Rydex NASDAQ-100 Fund Class A (RYATX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.