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| 11/24/09 |
Rydex SGI announces zero year-end capital gain distributions for all exchange trade funds. |
| 05/27/09 |
Security Global Investors and Rydex Investments launch unified brand strategy. New brand strategy reflects the enhanced value that an integrated Security Global Investors and Rydex Investments bring to the marketplace, including a full range of investment management solutions spanning the asset allocation spectrum. |
| 04/16/09 |
Security Global Investors hires national sales director to lead private client distribution efforts. |
| 01/14/09 |
Security Global Investors announces integration with Rydex Investments. Richard Goldman named chief executive officer of combined asset management firm specializing in liquid alternative investments and “best in class” actively managed equity and fixed income strategies. |
| 12/05/08 |
Rydex Investments Announces Capital Gains Distributions for RydexShares™ ETFs. |
| 11/25/08 |
Rydex Investments Announces Estimates Capital Gains Distributions for RydexShares™ ETFs. |
| 11/03/08 |
Rydex Managed Futures Strategy Fund Attracts $1 Billion in Assets. Amid challenging market environment, industry’s first managed futures mutual fund aims to provide retail investors with diversification benefits* associated with alternative investments. |
| 10/13/08 |
Rydex Investments joins the fight against Alzheimer's. Firm serves as Diamond Sponsor for Alzheimer’s Association’s 2008 National Memory Walk®. |
| 09/19/08 |
Due to the emergency action announced by the Securities and Exchange Commission on September 18, 2008, temporarily prohibiting short sales of shares of certain financial companies, Rydex Inverse 2x S&P Select Sector Financial ETF (RFN) is not expected to accept orders from Authorized Participants to create shares until further notice. |
| 09/19/08 |
Rydex Investments to Transfer Securities from American Stock Exchange to NYSE Arca in Connection with NYSE Euronext’s Acquisition of Amex. |
| 08/19/08 |
Rydex Educational Initiative Sheds Light on Alternative Investments. New research shows that while advisors have increased their use of nontraditional investments, many individual investors are still in the dark about alternatives. |
| 06/04/08 |
Rydex Sponsors 5th Annual Skip Viragh Memorial Golf Event For Pancreatic Cancer Research. Proceeds benefit the Johns Hopkins Sidney Kimmel Cancer Center. |
| 04/28/08 |
Rydex S&P Equal Weight ETF (RSP) proves a valuable complement to traditional cap-weighted portfolios. Five years ago, RSP opened the door for the alternatively-weighted product revolution by assigned an equal weight to each of the 500 stocks within the S&P 500®. |
| 04/02/08 |
Rydex Investments ramps up institutional business efforts.
John Sessler to oversee the firm’s institutional business, with Trisha Miller serving as
institutional sales director for Rydex. |
| 03/17/08 |
Rydex launches alternative investments fund of funds. Rydex Alternative Strategies Allocation Fund offers investors easy access to multiple alternative asset classes and strategies within a single investment. |
| 03/06/08 |
Industry’s First Managed Futures Mutual Fund Approaches
Half-Billion Asset Mark During Its First Year. Rydex Managed Futures Strategy Fund is designed to provide convenient access to the potential diversification benefits of managed futures. |
| 01/18/08 |
Security Benefit Completes Acquisition of Rydex Investments. Combination creates a leading-edge retirement, mutual fund and
investment technology organization; approximately $35 billion in AUM;
7th largest provider of ETFs. |
| 10/04/07 |
Rydex Investments today announced the launch of a comprehensive educational initiative to help bridge the gap between ETF proliferation and investor awareness about exchange traded funds. |
| 09/12/07 |
Select Rydex ETFs now available in Invest n Retire® tax-deferred retirement plans. Leading edge technology provides cost-effective access to Rydex exchange traded funds within qualified accounts. |
| 09/04/07 |
Rydex Investments Launches
International Rotation Mutual Fund. Fund employs a rotation strategy in an attempt
to outperform the MSCI World Ex-U.S. Index, less fees and expenses. |
| 08/13/07 |
Annual Skip Viragh Memorial Golf Classic Raises More Than $260,000 to Help Fund Pancreatic Cancer Research. Tournament serves as one of the largest charitable fundraisers to benefit Johns Hopkins Kimmel Cancer Center. |
| 06/28/07 |
Security Benefit Acquires Rydex Investments.
Transaction creates a leading-edge retirement, mutual fund and investment technology organization; $35 billion in AUM; 6th largest provider of ETFs.
Click here to view the factsheet |
| 06/12/07 |
Rydex Sponsors Annual Skip Viragh Memorial Golf Classic to Help Fund Pancreatic Cancer Research. Proceeds benefit the Johns Hopkins Sidney Kimmel Cancer Center. |
| 06/05/07 |
Rydex Exchange Traded Products
Garner $5 Billion in Assets.
Rydex Lineup Provides Broad Market, Style, Sector and Currency Exposure. |
| 04/16/07 |
Rydex Investments Launches Two High Yield Funds. Rydex High Yield Strategy Fund and Rydex Inverse High Yield Strategy Fund
provide investors with enhanced liquidity. |
| 03/05/07 |
Rydex Investments Brings Managed Futures Investing Mainstream. Rydex Managed Futures Fund provides access to
alternative investment strategy within a traditional mutual fund format. |
| 12/14/06 |
Rydex S&P Equal Weight ETF and Rydex Russell Top 50 ETF Generate Zero Capital Gains Distributions in 2006. RSP and XLG remain tax-efficient as they surge to all-time asset and price highs. |
| 11/02/06 |
Rydex Investments Earns Prestigious STAR Awards.
Mutual Fund Education Alliance Honors Innovative Firm
with Two Awards for Excellence. |
| 09/25/06 |
New Rydex Essential Portfolios Bring
Alternative Strategies To Mainstream Investors.
Risk-targeted funds of funds provide exposure to alternative asset classes and strategies,
as well as traditional investment options. |
| 08/10/06 |
Rydex Offers Access to Investment Industry Experts Via VideoLink ReadyCam® |
| 08/09/06 |
Rydex RSP Express Shares Earns Five Star Morningstar Rating; RSP one of only five Exchange Traded Funds (ETFs) with Five Star Rating |
| 07/27/06 |
Rydex Investments Launches Redesigned Investor Web Site,
Revamped Site Enhances Customer Experience with Expanded Product Information and Increased Functionality |
| 05/31/06 |
Rydex Adds Four New Mutual Funds to Product Lineup Inverse Dynamic Russell 2000®, Rydex S&P 500®, Russell 2000® and Dynamic Russell 2000® offer increased exposure to both sides of major asset classes |
| 05/30/06 |
Nominations Being Accepted for 2006 Skip Viragh Award—Recognizing Excellence in the Advisor Market. Award Honors Rydex Founder, Skip Viragh, and Benefits the Make-A-Wish® Foundation |
| 04/19/06 |
Rydex Investments to Rename Select Index Funds. New Naming Convention Enables Investors to Match Funds with Strategies. |
| 04/18/06 |
Rydex Investments Launches Risk-Management Modeling Tool. Rydex Real Returns Calculator Helps Financial Advisors Simulate Performance of Portfolios in Past Bull, Bear or Sideways Market Environments. |
| 04/11/06 |
New! Rydex Investments Receives IRS Private Letter Ruling for Commodities Fund. Ruling Will Enable Advisors And Investors to Access Commodities Sector Via Rydex Commodities Fund, Which Will Also Waive Fees. |
| 03/21/06 |
Rydex Receives Regulatory Relief on
SEC Limits for Exchange Traded Funds
Exemption on Investment Will Give Funds Greater Flexibility |
| 03/07/06 |
Rydex Launches Six ETFs Tied to S&P/Citigroup Pure Style Indices. New ETFs Offer Targeted Approach to Style Box Investing, Offers Pure Exposure to Growth and Value Across Large, Mid and Small Caps |
| 02/01/06 |
Rydex Launches Two Variable Trust
Products Using Hedge Fund Strategies. New Quant-Oriented Products Seek To Deliver
Benefits Of Hedge Fund Investing |
| 12/30/05 |
Rydex SPhinX looks to fund board to reorganize fund.
Open-end mutual fund structure will allow for
daily liquidity and
lower fees for investors |
| 12/15/05 |
Rydex S&P Equal Weight ETF (RSP) and Rydex Russell top 50 ETF (XLG) Generate No Capital Gains Distributions for 2005. Marks Third Year in a Row of no capital gains for Rydex S&P Equal Weight ETF |
| 12/13/05 |
Six Rydex Investments Index Funds Change Benchmarks. Rydex S&P/Barra Funds Rebalance to New S&P/Citigroup Pure Style Index Series |
| 12/6/05 |
Rydex Investments introduces new brand. New brand highlights Rydex’s visionary approach to portfolio management as “Essential for Modern Markets” and wins industry recognition |
| 11/15/05 |
Rydex Investments Announces Addition to Investment Team and Promotion. Addition Brings Extensive ETF and Enhanced Equity Experience to the Firm |
| 10/31/05 |
Richard H. Thaler of Fuller & Thaler named
2005 recipient of Skip Viragh Award |
| 10/11/05 |
Rydex introduces Essential Portfolio TheorySM, a modern approach to investing. National survey indicates investors may have unrealistic expectations related to portfolio returns |
| 09/20/05 |
Rydex launches two mutual funds using hedge fund strategies. New quant-oriented funds seek to deliver benefits of hedge fund investing in mutual fund vehicle |
| 08/23/05 |
Rydex S&P Equal Weight ETF Reaches $1 Billion In Assets. Chicago Board Options Exchange Lists Rydex S&P Equal Weight ETF’s Options
|
| 07/13/05 |
Rydex Investments accepting nominations for Skip Viragh Award—Recognizing excellence in the advisor market. Award Honors Rydex Founder, Skip Viragh, and
Benefits the Make-A-Wish® Foundation |
| 05/25/05 |
Rydex Expands Product Lineup With Commodities and Currency Investments™. Commodities Fund, Strengthening Dollar Fund and Weakening Dollar Fund Allow Investors to Enhance Portfolio Diversification Through Noncorrelated Assets |
| 05/17/05 |
New sales force at Rydex takes a tech-savvy approach to investment consulting. Firm expands sales force with two e-consulting positions designed to target a broader financial professional audience |
| 05/10/05 |
Rydex Investments launches Mega-Cap Exchange Traded Fund (ETF) Benchmarked to Russell Top 50TM Index. New ETF to track the 50 largest companies in the U.S. |
| 02/15/05 |
Rydex's Dynamic Advantage Program Provides Access to Institutional Managers and Active Allocation Strategies |
| 02/01/05 |
Rydex Expands National Accounts Team. Growth Supports Key Distribution Partners |
| 01/31/05 |
January Confidence Continues to Decrease, According to Rydex Advisor Confidence Index™. Advisors remain unenthusiastic about economic and stock market outlook. |
| 12/27/04 |
Advisor Confidence Decreased in December, According to December Advisor Confidence Index™. Advisors less encouraged about economic and stock market outlook |
| 12/07/04 |
Rydex S&P Equal Weight ETF Generates No Capital Gains Distributions for Second Year in Row |
| 11/29/04 |
Advisor Confidence in the Economy Growing, According to November Advisor Confidence Index™ |
| 11/09/04 |
Rydex Study Finds Advisors Rebuilding Businesses, Facing Sky Rocketing Compliance Expenses |
| 10/25/04 |
Advisor Confidence Declined in October, According to October Advisor Confidence Index™ Advisors less encouraged about stock market outlook |
| 10/06/04 |
Rydex names Steven M. Bloom of Capmark® first recipient of Skip Viragh Award. |
| 09/27/04 |
Advisor Confidence Improved, According to September Advisor Confidence Index™. Advisors show more optimism about economic outlook. |
| 09/01/04 |
Rydex Investments adds 30 A-Share Funds. All 45 funds now available in A-shares |
| 09/01/04 |
Rydex Expands Educational Resources for Advisors and Clients; New Effort Focuses on Popular Strategies and Topics Such as ETFs, Hedge Funds, Sector Investing, Leverage, Managing Risk |
| 08/30/04 |
Advisor Confidence Continues to Diminish, According to August Advisor Confidence Index™. Advisors Show More Skepticism on Economic Outlook |
| 07/26/04 |
Advisor Confidence Slipped, According to July Advisor Confidence Index™. Data Shows Advisor Confidence at a Four-Month Low |
| 07/15/04 |
Rydex Investments Announces its Sponsorship of New Skip Viragh Memorial Golf Classic. Golf Event Benefits the Johns Hopkins Kimmel Cancer Center |
| 07/12/04 |
Rydex Hires Industry Marketing Veteran Fragasso to Further Develop Firm’s Marketing Efforts |
| 06/08/04 |
Rydex Practice Management Program Introduces Alliance Value Service.
Program Offers Enrolled Advisors Preferred Pricing on Valued Services. |
| 05/28/04 |
AdvisorBenchmarking Releases Advisor Confidence Index™ for May. Data Shows Advisors' Confidence in the Economy Holding Steady. |
| 05/10/04 |
Rydex Investments launches 10 new variable trust funds. Funds will add to alternatives available to annuity insurers. |
| 05/10/04 |
Rydex Investments announces new award honoring Skip Viragh, industry innovator. New award benefits the Make-A-Wish Foundation® |
| 04/26/04 |
AdvisorBenchmarking introduces new Advisor Confidence Index. April index data shows advisors are cautiously optimistic. |
| 03/31/04 |
Rydex Investments announces addition of A-Shares giving intermediaries greater pricing flexibility, 15 funds now offer class A-share |
| 03/15/04 |
Rydex Investments develops a new positioning and tagline. New brand reflects firm's unique positioning. |
| 03/01/04 |
Rydex Investments announces two additions to the portfolio team: Director of Quantitative Research and Portfolio Manager. |
| 02/20/04 |
Rydex Investments launches 11 new funds. Funds created in response to client requests for greater flexibility in investment options. |
| 02/12/04 |
Rydex Investments selects Capital Fulfillment Group for fulfillment and marketing services. |
| 02/02/04 |
Rydex hires industry veteran to further develop firm's inter-mediary distribution efforts. |
| 01/21/04 |
Equal-weighted version of the S&P 500 outperforms cap-weight in 2003 |
| 01/07/04 |
Rydex Investments today announced that it reached $10 billion in assets under management, an all-time record in the firm's 10-year history. |
| 11/05/03 |
Rydex Affiliate Launches New Practice Management Program For Registered Investment Advisors |
| 10/15/03 |
Rydex Investments announces promotion of Bill Flaig. Lead Portfolio Manager Promoted to Director of Investments |
| 10/14/03 |
RDA Wins Integration Solution of the Year in Annual Microsoft Certified Partner Awards for Microsoft Certified Partners and Microsoft Certified Business Solutions Partners |
| 04/22/03 |
Rydex Global Advisors has created a new way to invest in the companies in the S&P 500 with the introduction of Rydexs first exchange-traded fund (ETF). The Rydex S&P Equal Weight ETF-based on the S&P Equal Weight Index (EWI)-will launch on April 30, 2003. |
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