Rydex S&P 500 Pure Value H (RYZAX) Research

This fund is designed to allocate a substantial portion—at least 80%—of its net assets, including any funds borrowed for investment, into shares of companies that are part of its benchmark index. It may also invest in derivatives and other financial vehicles intended to replicate the performance of that index. The benchmark itself is a curated subset of the S&P 500®, specifically comprising companies that exhibit the most compelling 'value' traits. These value attributes are identified by assessing three key financial metrics: the ratios of book value, earnings, and sales relative to their market price. It is important to note that this fund operates as a non-diversified investment vehicle.

Market snapshot

Symbol
RYZAX
Price
$132.99
Day change
-0.50%
Market cap
$9.5M
52-week range
106.86-138.08
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Allspring LT Large Core ETF (ALRG)
  • ProShares - Ultra COIN (COIA)
  • Fidelity Advisor Managed Retirement 2010 Fund Class I (FRQIX)
  • Domini International Opportunities Fund Investor Shares (RISEX)
  • FT Vest U.S. Equity Equal Weight Buffer ETF - March (RSMR)
  • Rydex S&P MidCap 400 Pure Value H (RYAVX)
  • Rydex S&P SmallCap 600 Pure Value H (RYAZX)
  • Rydex Banking Inv (RYKIX)

Open Rydex S&P 500 Pure Value H (RYZAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.