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  Home > Products & Performance > Mutual Funds > Value Equity Strategies

VALUE EQUITY STRATEGIES Generate a printer-friendly version Print this page
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At Rydex SGI, our value team understands that value investing is not just about finding cheap stocks. Our valuation-focused, bottom-up selection process combines fundamental research with a proprietary quantitative screening tool to identify and capitalize on true value opportunities. We offer a full line-up of value investment strategies to meet your investment needs.

Why consider Rydex SGI for your value investments:

  • Seeks to provide long-term growth of capital
  • May serve as a core portfolio holding
  • Use of proprietary screening tool may help identify companies with the potential to outperform


All Cap Value   Mid Cap Value
Seeks to deliver long-term growth of capital by investing in equity securities of undervalued small-to-large sized U.S. companies.

SESAX   |   SEVCX
  Seeks to deliver long-term growth of capital by investing in equity securities of undervalued small- to medium-sized U.S. companies.

SEVAX   |   SVSBX   |   SEVSX
Large Cap Value   Small Cap Value
Seeks to deliver long-term growth of capital by investing in equity securities of undervalued large-capitalization U.S. companies

SECIX   |   SECBX   |   SEGIX
  Seeks to deliver long-term growth of capital by investing in equity securities of undervalued small-sized U.S. companies.

SSUAX   |   SSVCX

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

The Rydex SGI Value 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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