Rydex NASDAQ-100 Strategy
Historical Performance
Objective And Strategy
ObjectiveInvestment returns that correspond to a benchmark for over-the-counter securities.
Strategy
Current benchmark is the NASDAQ 100 Index. Invests principally in securities of companies included in the index. May invest in other instruments whose performance is expected to correspond to that of the index, and may engage in futures and options transactions. May also purchase U.S. Government securities and enter into repurchase agreements.
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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Large Cap Growth05/1997