It’s Time For a Fresh Perspective
Today, it’s all about balancing your exposure to risk with your drive for
performance. We believe investors need investment options that allow a
more dynamic, hands-on approach to investing.
From our perspective, opportunities exist regardless of market conditions.
No matter which way the market moves—up, down, sideways—there’s
potential for growth. You just need to know where to look.
First mutual fund with exposure to the managed futures market
2000
The first funds priced twice
daily that were available to
the investing public
It’s Not the Same Old Market The Rydex SGI Value Proposition
Providing institutional-style investment strategies—both traditional and
alternative—to individual investors
by marrying the investment characteristics
of institutional portfolios with the
structural benefits of registered
products
while
utilizing a proprietary quantitative
methodology.
Do You Have Alts?
Alternative Investments: Modern Investment Tools
Mention alternative investments and you may get a variety of
reactions—are they alternative energy products? Hedge funds?
Investments for only the super-rich? The reality is that nearly 75%
of mutual fund investors don’t know what an alternative investment
is+. While the definition varies among investors and financial professionals,
alternatives investments (or alts) are generally those outside
the traditional asset classes of stocks, bonds or cash.
Alternative investments differ widely in their composition and
scope—including such vehicles as hedge funds, real estate, precious
metals, managed futures, private equity and commodities.
These investments are typically characterized as having low correlation
to traditional investments—that is, their movements are generally
unrelated. This low correlation may serve to “hedge” or help
protect traditional portfolios during sideways or down markets.
Today, individual investors are able to gain access to many alternative
investments, previously only easily accessible by institutional investors,
through newer investment vehicles.
+ Source: e-Rewards and Rydex SGI Investor Survey, March 2008. Rydex SGI and e-Rewards conducted this survey with 500 individual mutual fund investors. All participants had investable assets of more than $250,000, with 150 having investable assets of more than $500,000. e-Rewards in not an affiliate of Rydex SGI.
Index data provided by MarketWatch. No warranty is given for the accuracy of these prices and no liability is accepted for reliance thereon. Prices are provided on a reasonable efforts basis and delays may occur both because of the delay in third parties communicating the information to the site and because of delays inherent in posting information over the Internet. Prices shown are indicative only and do not represent actionable quotations on prices of actual trades. You cannot invest directly into index.
The Funds may not be suitable for all investors. Certain Funds may be affected by risks that include those associated with sector concentration, international investing, investing in small and/or medium size companies, and/or the Funds' possible use of investment techniques and strategies such as leverage, derivatives and short sales of securities and alternative or non-traditional asset classes and strategies such as absolute return, long/short, commodities, currencies and managed futures. Please see the Funds’ prospectus for more information. Shares of the Funds are not deposits of, or guaranteed or endorsed by, any financial institution; are not insured by the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Board, or any other agency; and involve risk, including the possible loss of the principal amount invested. Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.
Any performance data displayed, represents past performance, and is no guarantee of future results. Investment return and principal value will fluctuate so that when shares are redeemed they may be worth more or less than original costs.
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.
