Sp Midcap is trading at 75.09 as of the 20th of August 2025; that is 0.55 percent increase since the beginning of the trading day. The fund's open price was 74.68. Sp Midcap has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of May 2025 and ending today, the 20th of August 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 derivatives and other instruments whose performance is expected to correspond to that of the underlying index. More on Sp Midcap 400
Sp Midcap 400 [RYAVX] is traded in USA and was established 20th of August 2025. Sp Midcap is listed under Rydex Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Rydex Funds family. This fund at this time has accumulated 19.74 M in assets with no minimum investment requirementsSp Midcap 400 is currently producing year-to-date (YTD) return of 6.1%, while the total return for the last 3 years was 13.25%.
Check Sp Midcap 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 RYAVX 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 RYAVX 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 Sp Midcap 400 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.
Other Information on Investing in RYAVX Mutual Fund
Sp Midcap financial ratios help investors to determine whether RYAVX 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 RYAVX with respect to the benefits of owning Sp Midcap security.