Here you can find answers to many of the questions you may have regarding Rydex. 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. There are no minimum amounts for subsequent investments in the funds. Rydex 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 reserves the right to modify its minimum account requirements at any time, with or without prior notice to you. Purchases of C-class shares of a fund requested in an amount or $1,000,000 or more will be automatically made in A-class shares of that fund.
For more complete information regarding Rydex funds, call 800.820.0888 or 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.
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