Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
250.130
+4.610
+1.88%
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Rydex Variable Dow 2x Strategy (0P00003E6K)
Add to/Remove from a Portfolio
Add to Watchlist
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 10.93M
Rydex Variable Dow 2x Strategy
250.130
+4.610
+1.88%
- Overview
- Profile
- Historical Data
- Holdings
0P00003E6K Overview
On this page you'll find an in-depth profile of Rydex Variable Dow 2x Strategy. Learn about the key management, total assets, investment strategy and contact information of 0P00003E6K among other information.
Investment Strategy
The investment seeks to provide investment results that match, before fees and expenses, the performance of a specific benchmark on a daily basis. The fund's current benchmark is 200% of the performance of the Dow Jones Industrial Average® (the "underlying index"). It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The index is a price-weighted index of 30 "blue chip" U.S. stocks, which generally represent large-capitalization companies. It is non-diversified.
Contact Information
Address
9601 Blackwell Rd, Suite 500
Rockville,MD 20850
United States
Rockville,MD 20850
United States
Phone
800.820.0888
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan A. Harder | Graduate Trainee Risk Management | 2008 | Now |
| Biography | Ryan earned a BA in Economics, with honors, from Brock University in Ontario, Canada, and a M.Sc. in International Securities, Investment and Banking form the ICMA Centre, University of Reading, in the United Kingdom. He is a CFA Charterholder. | ||
| Michael P. Byrum | Vice President | 2006 | Now |
| Biography | Michael P. Byrum, CFA, Senior Vice President—Mr. Byrum has been associated with the Security Investors since 1993. Mr. Byrum was the inaugural portfolio manager for many of the Rydex products, including the Rydex leveraged and inverse funds, sector fund lineup and alternative investment portfolios. Today, Mr. Byrum continues to play an instrumental role in product development and investment strategy at Guggenheim Investments and oversees the trading, research and portfolio management activities of the quantitative strategies team, which focuses on target beta, alternative and asset allocation strategies. He is the chairman of the Investment Strategy Committee and is a member of the Risk Management Committee and Credit Review Committee. Prior to joining the Security Investors， Mr. Byrum served in a brokerage capacity with Money Management Associates, the registered investment advisor to Rushmore Funds, Inc. He earned a B.S. in finance from the Miami University of Ohio. He also has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Washington. | ||
| Michael J. Dellapa | Director | 2006 | 2014 |
| Biography | Dellapa joined Rydex Investments in 2000 as a research analyst and was promoted to portfolio manager in 2003. In 2005, Dellapa became director of investment research and in 2007 became the director of Alternative Investment Strategies. Prior to joining Rydex Advisors, LLC, Mr. Dellapa worked as an equity analyst for Invista Capital and systems analyst for Accenture. He holds an engineering degree from the University of Maryland and MBA from the University of Chicago. Previously, he was owner/consultant of Dellapa Consulting Inc. as well as a senior consultant and an analyst at Andersen Consulting. Dellapa holds the Charted Financial Analyst designation. | ||
| Douglas T. Holmes | Strategic Advisor | 2008 | 2009 |
| Biography | Doug is a Senior Principal of State Street Global Advisors and heads the Global Enhanced Equity Group. He specializes in portfolio construction, risk control, and implementation of enhanced equity portfolios. Doug is the co-inventor of SPDRs and continues to be involved in all related products discussed or created by the firm. Prior to joining State Street in 1984, Doug was a partner at Lovett, Ward & Bertelsen. Before this, he was affiliated with Batterymarch Financial Management and was a member of the New Product Committee of the American Stock Exchange. Doug has been working in the investment management industry since 1980. Doug has a BS in Mathematics from Northeastern University. | ||
| James R. King | Director | 2006 | 2008 |
| Biography | James R. King, CFA, Portfolio Manager—Mr. King rejoined Security in 2011 as the lead portfolio manager for exchange-traded products. In the interval between 2008 and 2011, he served as special consultant to a pair of hedge funds ventures, one focused on long-short equity and the other on market neutral statistical arbitrage. Prior to that, he served at the Advisor in a variety of roles ranging from shareholder services representative to portfolio manager and director of trading. At the time of his departure in 2008, he was director of portfolio management, overseeing a suite of trader-friendly mutual funds. Mr. King holds a bachelor’s degree in finance from the University of Maryland, and has earned the Chartered Financial Analyst® designation. He has been quoted in several publications such as The Wall Street Journal, Reuters and BusinessWeek. He has also been a speaker at several industry events, discussing ETFs, trading strategies, index construction, and trader-friendly mutual funds. | ||
| Management Team | - | 2004 | 2005 |
| Biography | Team Managed | ||
Write your thoughts about Rydex Variable Dow 2x Strategy
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review