Rydex S&P MidCap 400 Pure Growth H (RYBHX) Research

This fund commits a minimum of 80% of its total assets, including any capital raised through borrowing, to investments directly linked to its underlying benchmark index. This can include securities of companies within that index or financial instruments, such as derivatives, designed to mirror the index's performance. The benchmark itself is a specialized subset of the S&P MidCap 400®, focusing exclusively on firms that exhibit the strongest growth characteristics. These growth attributes are determined by three specific quantitative factors: sales growth, the ratio of earnings change to price, and stock price momentum. As a non-diversified fund, it holds the flexibility to concentrate investments in fewer holdings.

Market snapshot

Symbol
RYBHX
Price
$64.41
Day change
+1.10%
Market cap
$31.8M
52-week range
48.41-64.61
Sector
Financial Services
Industry
Asset Management

Peer companies

  • North Square Advisory Research Small Cap Value Fund - Class I (ADVGX)
  • ICON Equity Fund Investor (ISTAX)
  • iShares Long-Term National Muni Bond ETF (LMUB)
  • Long Pond Real Estate Select ETF (LPRE)
  • ProFunds Mid Cap Growth Fund Investor Class (MGPIX)
  • Mundoval (MUNDX)
  • FT Vest U.S. Equity Equal Weight Buffer ETF - June (RSJN)
  • American Beacon Shapiro SMID Cap Equity Fund - Investor Class (SHDPX)

Open Rydex S&P MidCap 400 Pure Growth H (RYBHX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.