Rydex NASDAQ-100 Fund Class H (RYHOX) Research

This fund aims to generate investment returns that closely mirror the daily performance of the NASDAQ-100 Index, before factoring in any associated fees or expenses. Its primary investment approach involves allocating capital to the common stocks of companies whose market capitalization typically falls within the range of the underlying index, complemented by the use of derivative instruments. A significant portion—at least 80%—of its net assets, including any funds borrowed for investment purposes, will be dedicated to securities found within the benchmark index, or to derivatives and other financial tools specifically engineered to track its performance. It should be noted that this fund operates with a non-diversified portfolio.

Market snapshot

Symbol
RYHOX
Price
$98.64
Day change
+2.46%
Market cap
$2.1B
52-week range
74.22-99.49
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 H (RYHOX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.