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.
$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.
Through Your Financial Intermediary
The minimum initial investment amount and minimum account balance for A-class shares or C-class shares are:
$1,000 for retirement accounts
$2,500 for all other accounts
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.
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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Not FDIC Insured 
