Rydex Energy
Historical Performance
Objective And Strategy
ObjectiveCapital appreciation.
StrategyInvests in the energy field, including companies involved with the exploration, production and development of oil, gas, coal and alternative energy sources. Aims to create a liquid Portfolio of stocks and to be fully invested at all times. Uses a quantitative approach, continuously monitoring the Portfolio. Stocks are added or deleted based on market capitalization, liquidity and correlation relative to the entire industry sector.
Tax Inefficient Fund
Asset classes that make large ordinary income distributions or generate significant short term capital gains are tax inefficient. Asset classes that match this description include REITs, commodities funds and absolute return funds.
Principle Risks
N/A
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Sector Equity05/2001