Monthly Rebalance Nasdaq 100 Fund Quote
| RMQHX Fund | USD 611.22 5.07 0.84% |
PerformanceSolid
| Odds Of DistressLow
|
Monthly Rebalance is trading at 611.22 as of the 24th of July 2025; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 606.15. Monthly Rebalance has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and securities and financial instruments with economic characteristics that should perform similarly to the securities of companies in the funds benchmark. More on Monthly Rebalance Nasdaq 100
Moving together with Monthly Mutual Fund
| 0.99 | RYANX | Nova Fund Class | PairCorr |
| 1.0 | RYCCX | Nasdaq 100 2x | PairCorr |
| 0.98 | RYFIX | Financial Services | PairCorr |
Moving against Monthly Mutual Fund
Monthly Mutual Fund Highlights
| Fund Concentration | Rydex Funds, Large Growth Funds, Trading--Leveraged Equity Funds, Trading--Leveraged Equity, Rydex Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 19th of August 2022 |
| Fiscal Year End | March |
Monthly Rebalance Nasdaq 100 [RMQHX] is traded in USA and was established 24th of July 2025. Monthly Rebalance is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Trading--Leveraged Equity category and is part of Rydex Funds family. This fund at this time has accumulated 522.88 M in assets with no minimum investment requirementsMonthly Rebalance is currently producing year-to-date (YTD) return of 15.98% with the current yeild of 0.0%, while the total return for the last 3 years was 37.42%.
Check Monthly Rebalance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Monthly Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Monthly Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Monthly Rebalance Nasdaq 100 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Monthly Rebalance Nasdaq 100 Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| INTC | Intel | Stock | Information Technology |
Monthly Rebalance Risk Profiles
| Mean Deviation | 1.49 | |||
| Semi Deviation | 1.05 | |||
| Standard Deviation | 2.09 | |||
| Variance | 4.38 |
Monthly Rebalance Against Markets
Other Information on Investing in Monthly Mutual Fund
Monthly Rebalance financial ratios help investors to determine whether Monthly Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Monthly with respect to the benefits of owning Monthly Rebalance security.
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