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  Home > Products & Performance > Mutual Funds > Mutual Fund Strategies > Target Beta Equity Strategies

TARGET BETA EQUITY STRATEGIES Generate a printer-friendly version Print this page
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Investors seeking to include specific market exposures in their portfolios can access dozens of strategies from Rydex|SGI, each following a specific benchmark (also called benchmark replication, or beta exposure, with beta being a measure of a security’s return in response to swings in the market). Our quantitative strategies are managed by a dedicated team of experts, applying the latest mathematical and modeling techniques, as well as years of market experience. Our line-up includes leveraged long and inverse equity funds, leveraged long and inverse fixed-income funds, alternative benchmark funds and sector funds.

Why consider Rydex|SGI for your target beta investments:

  • Helps investors express their market convictions using beta allocations
  • Enables investors to meet a range of needs—from establishing the core of a portfolio to adding a tactical allocation to rounding out portfolio diversification
  • Reflects our proven expertise in benchmark replication, including sector strategies and broad-market benchmarks, as well as leveraged and inverse exposure


Leverage/Inverse - Domestic Equity/Broad Market
Dow 2x Strategy
Inverse Dow 2x Strategy
Inverse Mid-Cap Strategy
Inverse NASDAQ-100® 2x Strategy
Inverse NASDAQ-100® Strategy
Inverse Russell 2000® 2x Strategy
Inverse Russell 2000® Strategy
Inverse S&P 500 2x Strategy
Inverse S&P 500 Strategy
Mid-Cap 1.5x Strategy
NASDAQ-100®
NASDAQ-100® 2x Strategy
Nova
Russell 2000®
Russell 2000® 1.5x Strategy
Russell 2000® 2x Strategy
S&P 500
S&P 500 2x Strategy
Leverage/Inverse - Fixed Income
Government Long Bond 1.2x Strategy
High Yield Strategy
Inverse Government Long Bond Strategy
Inverse High Yield Strategy
Leverage/Inverse - International Equity
Emerging Markets 2x Strategy
Europe 1.25x Strategy
Inverse Emerging Markets 2x Strategy
Japan 2x Strategy
International
MSCI EAFE Equal Weight
Pure Styles
S&P 500 Pure Growth
S&P 500 Pure Value
S&P MidCap 400 Pure Growth
S&P MidCap 400 Pure Value
S&P SmallCap 600 Pure Growth
S&P Small Cap 600 Pure Value
Commodities
Commodities Strategy
Strengthening Dollar 2x Strategy
Weakening Dollar 2x Strategy
Real Estate
Real Estate
Sectors
Banking
Basic Materials
Biotechnology
Consumer Products
Electronics
Energy
Energy Services
Financial Services
Health Care
Internet
Leisure
Precious Metals
Retailing
Technology
Telecommunications
Transportation
Utilities
Money Market
U.S. Government Money Market

Investing in mutual funds involves risk and does not assure a profit.

The Rydex|SGI Target Beta Funds may not be suitable for all investors. An investment in the funds will fluctuate and is subject to investment risks, which means investors could lose money. The intrinsic value of the underlying stocks may never be realized or the stocks may decline in value. Investments in small- and/or mid-sized company securities may present additional risks such as less predictable earnings, higher volatility and less liquidity than larger, more established companies.

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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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