Here you can find answers to many of the questions you may have regarding Rydex SGI. Topics are divided into lists relating to current shareholders, prospective shareholders, and retirement planning.
The following funds can only be purchased through a financial professional.
All Cap Value
Large Cap Value
Mid Cap Value
Small Cap Value
Large Cap Concentrated Growth
Large Cap Core
Mid Cap Growth
Small Cap Growth
Alpha Opportunity
MSCI EAFE Equal Weight Fund
High Yield
U. S. Intermediate Bond
If you are interested in these funds, please contact 800.820.0888. For all other funds, please refer to the information below.
Brokerage Houses
On this page, you will find a list of brokerage firms currently offering the funds. The cutoff times for trading the funds will vary and are set by the particular brokerage firms. Investment minimums for the funds will also vary depending upon whether you have established an account at the particular brokerage firm. Brokerage firms may charge fees for the services they provide to you in connection with processing your transaction order or maintaining your account with them. Not all funds are available at every brokerage firm. Contact the brokerage firm of your choice for additional information.
AG Edwards
Ameriprise Brokerage
E*Trade
Fidelity
Firstrade
H&R Block Financial Advisors
ING Financial Partners
Matrix Financial Services
Merrill Lynch
Northwestern Mutual Investment Services
Robert W. Baird & Co.
Schwab
Scottrade NTF
Smith Barney
T. Rowe Price
TD Ameritrade
TIAA-CREF Brokerage Services
Vanguard
Wachovia CustomChoice
This listing of brokerage firms is provided solely for informational purposes and is neither a recommendation nor a solicitation by Rydex SGI to utilize the services of any brokerage firm. Rydex SGI is not affiliated with the brokerage firms and neither sponsors nor endorses any particular brokerage firm or investment strategy.
The content is provided for educational and illustrative purposes only. The accuracy of the calculations and their applicability to your circumstances are not guaranteed. For personal advice regarding your financial situation, please consult with a financial advisor. This Web site may contain links to and content from third-party Web sites. The linked sites are not under the control of Rydex and Rydex is not responsible for the contents of any linked site or any link contained in a linked site, and the inclusion of a link does not imply endorsement of the linked site by Rydex Investments.
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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