Monthly Rebalance Nasdaq 100 Fund Quote

RMQCX Fund  USD 494.73  38.87  7.28%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Monthly Rebalance is trading at 494.73 as of the 25th of July 2024; that is 7.28 percent decrease since the beginning of the trading day. The fund's open price was 533.6. Monthly Rebalance has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Monthly Rebalance Nasdaq 100 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of June 2024 and ending today, the 25th of July 2024. Click here to learn more.
The funds current benchmark is 200 percent of the performance of the NASDAQ-100 Index . Under normal circumstances, it will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and securities and financial instruments with economic characteristics that should perform similarly to the securities of companies in the funds benchmark. More on Monthly Rebalance Nasdaq 100

Moving against Monthly Mutual Fund

  1.0RYAIX Inverse Nasdaq 100 Steady GrowthPairCorr
  1.0RYALX Inverse Nasdaq 100 Steady GrowthPairCorr
  0.97RYACX Inverse Nasdaq 100 Steady GrowthPairCorr
  0.97RYAPX Inverse Nasdaq 100 Steady GrowthPairCorr
  0.95RYARX Inverse Sp 500 Steady GrowthPairCorr
  0.63RYEAX Energy Fund ClassPairCorr

Monthly Mutual Fund Highlights

Fund ConcentrationRydex Funds, Large Growth Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, Rydex Funds (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date19th of August 2022
Fiscal Year EndMarch
Monthly Rebalance Nasdaq 100 [RMQCX] is traded in USA and was established 25th of July 2024. Monthly Rebalance is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Leveraged Equity category and is part of Rydex Funds family. This fund at this time has accumulated 522.88 M in assets with no minimum investment requirementsMonthly Rebalance is currently producing year-to-date (YTD) return of 28.47% with the current yeild of 0.0%, while the total return for the last 3 years was 10.51%.
Check Monthly Rebalance Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Monthly Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Monthly Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Monthly Rebalance Nasdaq 100 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Monthly Rebalance Nasdaq 100 Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
CMCSAComcast CorpStockCommunication Services
GIYIXGuggenheim Ultra ShortMutual FundUltrashort Bond
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
INTCIntelStockInformation Technology
MSFTMicrosoftStockInformation Technology
More Details

Monthly Rebalance Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Monthly Rebalance market risk premium is the additional return an investor will receive from holding Monthly Rebalance long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Monthly Rebalance. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Monthly Rebalance's alpha and beta are two of the key measurements used to evaluate Monthly Rebalance's performance over the market, the standard measures of volatility play an important role as well.

Monthly Rebalance Against Markets

Other Information on Investing in Monthly Mutual Fund

Monthly Rebalance financial ratios help investors to determine whether Monthly Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Monthly with respect to the benefits of owning Monthly Rebalance security.
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