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Rydex Investments and sister asset management firm Security Global Investors are now Rydex|SGI — a forward thinking asset management firm dedicated to providing high quality, innovative investment solutions across the asset allocation spectrum to meet investors’ diverse and evolving needs. SGI brings a wealth of experience in actively managed global, value, growth and fixed-income strategies.
| IMPORTANT: Individual investors cannot invest directly in the Security SGI funds and should contact their financial advisor for more information. |
What won’t change:
- Both the Rydex and Security SGI mutual funds will continue to be managed by the same experienced investment management teams
- We continue to strive to deliver the same unparalleled service level you’re used to and you can utilize the same phone numbers to contact us.
- Your account number(s) are unaffected
- If you trade online, you can continue to use the TradeRydex site
- Our line-up of ETFs and target beta funds will continue to be “Rydex” branded.
What will change:
Rydex|SGI is committed to helping investors and investment advisors maximize the value of our investing tools and strategies. If you have any questions, review our list of frequently asked questions or call our customer service team at 800-820-0888. View a complete list of all funds.
| Rydex products to be co-branded |
Old |
New |
Rydex Managed Futures Strategy Fund |
Rydex|SGI Managed Futures Strategy Fund |
Rydex Multi-Hedge Strategies Fund (formerly Absolute Returns Strategy Fund) |
Rydex|SGI Multi-Hedge Strategies Fund |
Rydex Alternative Strategies Allocation Fund |
Rydex|SGI Alternative Strategies Allocation Fund |
Rydex Essential Portfolio Aggressive |
Rydex|SGI Essential Portfolio Aggressive |
Rydex Essential Portfolio Conservative |
Rydex|SGI Essential Portfolio Conservative |
Rydex Essential Portfolio Moderate |
Rydex|SGI Essential Portfolio Moderate |
Rydex Global 130/30 Strategy Fund |
Rydex|SGI Global 130/30 Strategy Fund |
Rydex Global Market Neutral Fund |
Rydex|SGI Global Market Neutral Fund |
Rydex |International Opportunity Fund (formerly International Rotation Fund) |
Rydex|SGI International Opportunity Fund |
Rydex All-Cap Opportunity (formerly Sector Rotation Fund) |
Rydex|SGI All-Cap Opportunity |
| Security products to be co-branded |
Old |
New |
Security Global Fund |
Rydex|SGI Global Fund |
Security All Cap Value Fund |
Rydex|SGI All Cap Value Fund |
Security Large Cap Value Fund |
Rydex|SGI Large Cap Value Fund |
Security Mid Cap Value Fund |
Rydex|SGI Mid Cap Value Fund |
Security Small Cap Value Fund |
Rydex|SGI Small Cap Value Fund |
Security Equity Fund® |
Rydex|SGI Equity Fund |
Security Mid Cap Growth Fund |
Rydex|SGI Mid Cap Growth Fund |
Security Select 25 Fund |
Rydex|SGI Select 25 Fund |
Security Small Cap Growth Fund |
Rydex|SGI Small Cap Growth Fund |
Security Alpha Opportunity Fund® |
Rydex|SGI Alpha Opportunity Fund |
Security High Yield Fund |
Rydex|SGI High Yield Fund |
Security U.S. Intermediate Bond Fund |
Rydex|SGI U.S. Intermediate Bond Fund |
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©2010 Rydex Distributors, Inc. All Rights Reserved.
Not FDIC Insured No Bank Guarantee May Lose Value
For more complete information regarding the funds click here for a prospectus. Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. The fund’s prospectus contains this and other information about the fund. Read the prospectus carefully before you invest or send money.
The funds are distributed by Rydex Distributors, Inc. (RDI). Security Global InvestorsSM is the investment advisory arm of Security Benefit Corporation (Security Benefit). Security Global Investors consists of Security Global Investors, LLC, Security Investors, LLC and Rydex Investments. Rydex Investments is the primary business name for PADCO Advisors, Inc. and PADCO Advisors II, Inc. SGI and RDI are affiliates and are subsidiaries of Security Benefit.
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