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| Important Information Regarding the Funds |
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The following funds can only be purchased by a financial professional.
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All Cap Value
Large Cap Value
Mid Cap Value
Small Cap Value |
Large Cap Core
Mid Cap Growth
Large Cap Concentrated Growth
Small Cap Growth |
Global
Alpha Opportunity
U. S. Intermediate Bond
High Yield |
If you are interested in these funds, please contact 800.888.2461.
View associated forms for these funds.
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| Note: Exchanging funds is currently not possible between the former “Security Funds” and the former “Rydex Funds” unless a third party investment service (i.e., brokerage house) is used. |
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| For all other funds, open an account using the following procedures. |
Welcome to the account establishment center. By opening an account, you can purchase and trade most of our mutual funds. If you would like to purchase or trade RydexShares™ ETFs, please contact your broker/dealer.
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Minimum Investments by Account Type
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Accounts Direct w/Rydex SGI |
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Non Managed (incl. Retirement Accounts)
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$25,000
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Managed by Financial Advisor*
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$15,000
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*Accounts opened through a financial intermediary (non-direct) will be subject to your financial intermediary’s minimum investment amount and minimum account balance requirements, which may be different than the amounts above.
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Accounts via Third Parties
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Retirement
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$1,000
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Other
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$2,500
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To open an IRA account with Rydex directly, you must transfer an existing IRA (or multiple IRAs) in order to meet the minimum investment account requirements. There are no minimum amounts for subsequent investments in the Funds except for subsequent investments made via Automated Clearing House (“ACH”). For more information about subsequent investments via ACH please see “Purchase Procedures.” Rydex SGI reserves the right to modify its minimum account balance requirements at any time, with or without prior notice to you.
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To establish an account you can:
- Download an application online, complete it and mail it to us.
- Request an application online to be sent via mail.
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1. Download Applications |
Downloading the applications in PDF format from www.rydex-sgi.com may take a few minutes. We thank you for your patience while the file downloads, and appreciate your interest in the Funds.
- Please read the prospectus and privacy policy carefully before investing. For more information see the Fund Information pages.
- Complete the appropriate application.
- After the application is completed, return your application and investment via one of the following methods:
Investing by Check or Wiring Instructions .
- Shortly after we receive your application and investment, you will receive a transaction confirmation.
- If you have any questions call us at 800.820.0888.
Note: Overall initial investment minimum is $25,000 (This is not a per fund minimum).
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2. Request Info By Mail |
If you would rather have an investment kit containing all necessary forms, applications and prospectuses sent to your home or business, please click here to request that information by mail.
Benefits of Investing Directly
- One of the most liberal exchange policies in the industry
- Account Access and Web Trading
- Electronic statements and confirmations by request
- Daily e-mail for fund pricing and performance, per request
- Checkwriting privileges from money market accounts
- Systematic withdrawal plan
- Twice per day pricing available with several Rydex funds
Not Ready to Invest $25,000?
The Funds are also available through many brokerage firms and offered by financial intermediaries where investment minimums, transaction fees and fund closing times will vary.
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©2012 Rydex Distributors, LLC. All Rights Reserved.
Not FDIC Insured No Bank Guarantee May Lose Value
For more complete information regarding the funds, call 800.820.0888 or click here for a prospectus and a summary prospectus (if available). Investors should carefully consider the investment objectives, risks, charges and expenses of a fund before investing. A fund's prospectus and its summary prospectus (if available) contains this and other information about the fund. Please read the prospectus and summary prospectus (if available) carefully before you invest or send money.
The funds are distributed by Rydex Distributors, LLC (RDL). Guggenheim Investments represents the
investment management businesses of Guggenheim Partners, LLC (GP), which includes Guggenheim
Partners Asset Management, LLC (GPAM) and Security Investors, LLC (SI), the investment advisors to the
referenced funds. Rydex Distributors, LLC, is affiliated with GP, GPAM and SI.
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