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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

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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©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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