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RYAZX Rydex S&P SmallCap 600 Pure Value H Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Foot Locker (NYSE:FL), JetBlue Airways Corp (NASDAQ:JBLU), Kohls Corp (NYSE:KSS), Bread Financial Holdings (NYSE:BFH), Xerox Holdings Corp (NASDAQ:XRX).

Industry description

The investment seeks investment results that match, the performance of the S&P SmallCap 600 Pure Value Index for small-cap value securities on a daily basis. The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The index is composed of those constituents of the S&P SmallCap 600® that exhibit the strongest value characteristics as measured using three factors: the ratios of book value, earnings, and sales to price. The fund is non-diversified.

Market Cap

The average market capitalization across the Rydex S&P SmallCap 600 Pure Value H MF is 1.62B. The market cap for tickers in the group ranges from 665.69M to 2.69B. FL holds the highest valuation in this group at 2.69B. The lowest valued company is UNFI at 665.69M.

Volume

The average weekly volume growth across all stocks in the Rydex S&P SmallCap 600 Pure Value H MF was -38%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 37
P/E Growth Rating: 44
Price Growth Rating: 55
SMR Rating: 78
Profit Risk Rating: 91
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Rydex Series Funds9601 Blackwell Road,Suite 500Rockville
Phone
N/A
Web
www.rydex-sgi.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TRIFX4.91N/A
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Catalyst/SMH Total Return Income A
ABEYX19.82-0.02
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American Beacon International Eq Y
GPRIX16.40-0.16
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Grandeur Peak Global Reach Instl
PNOPX134.43-2.26
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Putnam Sustainable Leaders A
JHSGX29.01-0.60
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JHancock U.S. Growth R4

RYAZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RYAZX has been closely correlated with VSIAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if RYAZX jumps, then VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RYAZX
1D Price
Change %
RYAZX100%
-0.59%
VSIAX - RYAZX
95%
Closely correlated
-0.67%
VSIIX - RYAZX
95%
Closely correlated
-0.68%
VISVX - RYAZX
95%
Closely correlated
-0.68%
SSGSX - RYAZX
90%
Closely correlated
-1.01%
ASVRX - RYAZX
87%
Closely correlated
-0.71%
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