Home > Customer Service Center

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.

Frequently Asked Questions

Direct Investing for Investor, Advisor and H class shares
The minimum initial investment amount and minimum account balance for direct investment are:

• $25,000 self-directed accounts (including retirement accounts)
• $15,000 for accounts managed by a registered investment advisor

For new IRA accounts to meet minimum investment amount requirements, you must transfer an existing IRA (or multiple IRAs) to open an IRA account with Rydex SGI. There are no minimum amounts for subsequent investments in the funds. Rydex SGI reserves the right to modify its minimum account requirements.

Direct Investing for A and C class shares

The minimum initial investment amount and minimum account balance for A-class shares or C-class shares is $100.

Through Your Financial Intermediary

Accounts opened through a financial intermediary will be subject to your financial intermediary’s minimum initial investment amount and minimum account balance, which may be different than the amounts above.

There are no minimum amounts for subsequent investments in the funds.  Rydex SGI reserves the right to modify its minimum account requirements at any time, with or without prior notice to you. 

©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.