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RYHRX Rydex Real Estate H

2 lower fee alternatives found

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Fund RYHRX Rydex Real Estate H RREFX REMS Real Estate Income 50/50 Platform RENTX Shelton Real Estate Income Investor  
100% 88% 86%
Annual Fees
(1.62% Exp. Ratio)
(0.95% Exp. Ratio)
(1.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$31,452.31 $38,555.16 $33,428.16
Est. savings over 30 yrs +$7,102.84 +$1,975.85
As of 11/30/16
1 YR RETURN 5.09%
3 YR 7.52%
5 YR 9.32%
10 YR 0.85%
1 YR RETURN 6.43%
3 YR 10.63%
5 YR 11.16%
10 YR 4.86%
1 YR RETURN 5.92%
3 YR 10.72%
5 YR --
10 YR --
The investment seeks capital appreciation. Under normal circumstances, the fund invests substantially all (at least 80%) of its net assets in equity securities of Real Estate Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. It may invest to a significant extent in the securities of Real Estate Companies that have small to mid-sized capitalizations. The fund also may purchase American Depositary Receipts ("ADRs") to gain exposure to foreign Real Estate Companies and U.S. government securities. It is non-diversified.
The investment seeks to achieve a primary objective of high current income with a secondary objective of long-term capital growth. The fund will pursue its income strategy though a portfolio of 50% preferred securities and 50% common equities, rebalanced periodically to offset changes in market valuations. It invests at least 80% of its assets, plus the amount of any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry. The fund is non-diversified.
The investment seeks to provide current income with the potential for capital appreciation. The fund invests substantially all (and under normal market conditions, at least 80%) of its net assets (plus any borrowings for investment purposes) in income producing real estate securities. It invests in both equity and debt securities, and invests to a substantial degree in securities issued by REITs. The fund may invest up to 15% of its net assets in illiquid securities. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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