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RYSOX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$91.73
Change
-$0.36 (-0.39%)
Net Assets
193.14M

RYSOX Rydex S&P 500 A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Eli Lilly & Co (NYSE:LLY).

Industry description

The investment seeks to provide investment results that match, before fees and expenses, the performance of the S&P 500® Index 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 a capitalization-weighted index composed of 500 common stocks. The fund is non-diversified.

Market Cap

The average market capitalization across the Rydex S&P 500 A MF is 2.04T. The market cap for tickers in the group ranges from 632.33B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is BRK.B at 632.33B.

Volume

The average weekly volume growth across all stocks in the Rydex S&P 500 A MF was 29%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was -35%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 57
Price Growth Rating: 19
SMR Rating: 32
Profit Risk Rating: 11
Seasonality Score: -13 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Rydex Series Funds9601 Blackwell Road,Suite 500Rockville
Phone
N/A
Web
www.rydex-sgi.com
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RYSOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, RYSOX has been closely correlated with VFFSX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if RYSOX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RYSOX
1D Price
Change %
RYSOX100%
-0.39%
VFFSX - RYSOX
100%
Closely correlated
-0.39%
VTSMX - RYSOX
99%
Closely correlated
-0.49%
VSMPX - RYSOX
99%
Closely correlated
-0.49%
VTSAX - RYSOX
99%
Closely correlated
-0.49%
VSTSX - RYSOX
99%
Closely correlated
-0.49%
More