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| 04/28/08 |
Rydex S&P Equal Weight ETF (RSP) proves a valuable complement to traditional cap-weighted portfolios. Five years ago, RSP opened the door for the alternatively-weighted product revolution by assigned an equal weight to each of the 500 stocks within the S&P 500®. |
| 06/05/07 |
Rydex Exchange Traded Products
Garner $5 Billion in Assets.
Rydex Lineup Provides Broad Market, Style, Sector and Currency Exposure. |
| 04/16/07 |
Rydex Investments Launches Two High Yield Funds. Rydex High Yield Strategy Fund and Rydex Inverse High Yield Strategy Fund
provide investors with enhanced liquidity. |
| 03/05/07 |
Rydex Investments Brings Managed Futures Investing Mainstream. Rydex Managed Futures Fund provides access to
alternative investment strategy within a traditional mutual fund format. |
| 12/14/06 |
Rydex S&P Equal Weight ETF and Rydex Russell Top 50 ETF Generate Zero Capital Gains Distributions in 2006. RSP and XLG remain tax-efficient as they surge to all-time asset and price highs. |
| 11/02/06 |
Rydex Investments Earns Prestigious STAR Awards.
Mutual Fund Education Alliance Honors Innovative Firm
with Two Awards for Excellence. |
| 09/25/06 |
New Rydex Essential Portfolios Bring
Alternative Strategies To Mainstream Investors.
Risk-targeted funds of funds provide exposure to alternative asset classes and strategies,
as well as traditional investment options. |
| 08/10/06 |
Rydex Offers Access to Investment Industry Experts Via VideoLink ReadyCam® |
| 08/09/06 |
Rydex RSP Express Shares Earns Five Star Morningstar Rating; RSP one of only five Exchange Traded Funds (ETFs) with Five Star Rating |
| 07/27/06 |
Rydex Investments Launches Redesigned Investor Web Site,
Revamped Site Enhances Customer Experience with Expanded Product Information and Increased Functionality |
| 05/31/06 |
Rydex Adds Four New Mutual Funds to Product Lineup Inverse Dynamic Russell 2000®, Rydex S&P 500®, Russell 2000® and Dynamic Russell 2000® offer increased exposure to both sides of major asset classes |
| 05/30/06 |
Nominations Being Accepted for 2006 Skip Viragh Award—Recognizing Excellence in the Advisor Market. Award Honors Rydex Founder, Skip Viragh, and Benefits the Make-A-Wish® Foundation |
| 04/19/06 |
Rydex Investments to Rename Select Index Funds. New Naming Convention Enables Investors to Match Funds with Strategies. |
| 04/18/06 |
Rydex Investments Launches Risk-Management Modeling Tool. Rydex Real Returns Calculator Helps Financial Advisors Simulate Performance of Portfolios in Past Bull, Bear or Sideways Market Environments. |
| 04/11/06 |
New! Rydex Investments Receives IRS Private Letter Ruling for Commodities Fund. Ruling Will Enable Advisors And Investors to Access Commodities Sector Via Rydex Commodities Fund, Which Will Also Waive Fees. |
| 03/21/06 |
Rydex Receives Regulatory Relief on
SEC Limits for Exchange Traded Funds
Exemption on Investment Will Give Funds Greater Flexibility |
| 03/07/06 |
Rydex Launches Six ETFs Tied to S&P/Citigroup Pure Style Indices. New ETFs Offer Targeted Approach to Style Box Investing, Offers Pure Exposure to Growth and Value Across Large, Mid and Small Caps |
| 02/01/06 |
Rydex Launches Two Variable Trust
Products Using Hedge Fund Strategies. New Quant-Oriented Products Seek To Deliver
Benefits Of Hedge Fund Investing |
| 12/30/05 |
Rydex SPhinX looks to fund board to reorganize fund.
Open-end mutual fund structure will allow for
daily liquidity and
lower fees for investors |
| 12/13/05 |
Six Rydex Investments Index Funds Change Benchmarks. Rydex S&P/Barra Funds Rebalance to New S&P/Citigroup Pure Style Index Series |
| 12/15/05 |
Rydex S&P Equal Weight ETF (RSP) and Rydex Russell top 50 ETF (XLG) Generate No Capital Gains Distributions for 2005. Marks Third Year in a Row of no capital gains for Rydex S&P Equal Weight ETF |
| 12/6/05 |
Rydex Investments introduces new brand. New brand highlights Rydex’s visionary approach to portfolio management as “Essential for Modern Markets” and wins industry recognition |
| 11/15/05 |
Rydex Investments Announces Addition to Investment Team and Promotion. Addition Brings Extensive ETF and Enhanced Equity Experience to the Firm |
| 10/31/05 |
Richard H. Thaler of Fuller & Thaler named
2005 recipient of Skip Viragh Award |
| 10/11/05 |
Rydex introduces Essential Portfolio TheorySM, a modern approach to investing. National survey indicates investors may have unrealistic expectations related to portfolio returns |
| 09/20/05 |
Rydex launches two mutual funds using hedge fund strategies. New quant-oriented funds seek to deliver benefits of hedge fund investing in mutual fund vehicle |
| 08/23/05 |
Rydex S&P Equal Weight ETF Reaches $1 Billion In Assets. Chicago Board Options Exchange Lists Rydex S&P Equal Weight ETF’s Options
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| 07/13/05 |
Rydex Investments accepting nominations for Skip Viragh Award—Recognizing excellence in the advisor market. Award Honors Rydex Founder, Skip Viragh, and
Benefits the Make-A-Wish® Foundation |
| 05/25/05 |
Rydex Expands Product Lineup With Commodities and Currency Investments™. Commodities Fund, Strengthening Dollar Fund and Weakening Dollar Fund Allow Investors to Enhance Portfolio Diversification Through Noncorrelated Assets |
| 05/17/05 |
New sales force at Rydex takes a tech-savvy approach to investment consulting. Firm expands sales force with two e-consulting positions designed to target a broader financial professional audience |
| 05/10/05 |
Rydex Investments launches Mega-Cap Exchange Traded Fund (ETF) Benchmarked to Russell Top 50TM Index. New ETF to track the 50 largest companies in the U.S. |
| 02/15/05 |
Rydex's Dynamic Advantage Program Provides Access to Institutional Managers and Active Allocation Strategies |
| 02/01/05 |
Rydex Expands National Accounts Team. Growth Supports Key Distribution Partners |
| 01/31/05 |
January Confidence Continues to Decrease, According to Rydex Advisor Confidence Index™. Advisors remain unenthusiastic about economic and stock market outlook. |
| 12/27/04 |
Advisor Confidence Decreased in December, According to December Advisor Confidence Index™. Advisors less encouraged about economic and stock market outlook |
| 12/07/04 |
Rydex S&P Equal Weight ETF Generates No Capital Gains Distributions for Second Year in Row |
| 11/29/04 |
Advisor Confidence in the Economy Growing, According to November Advisor Confidence Index™ |
| 11/09/04 |
Rydex Study Finds Advisors Rebuilding Businesses, Facing Sky Rocketing Compliance Expenses |
| 10/25/04 |
Advisor Confidence Declined in October, According to October Advisor Confidence Index™ Advisors less encouraged about stock market outlook |
| 10/06/04 |
Rydex names Steven M. Bloom of Capmark® first recipient of Skip Viragh Award. |
| 09/27/04 |
Advisor Confidence Improved, According to September Advisor Confidence Index™. Advisors show more optimism about economic outlook. |
| 09/01/04 |
Rydex Investments adds 30 A-Share Funds. All 45 funds now available in A-shares |
| 09/01/04 |
Rydex Expands Educational Resources for Advisors and Clients; New Effort Focuses on Popular Strategies and Topics Such as ETFs, Hedge Funds, Sector Investing, Leverage, Managing Risk |
| 08/30/04 |
Advisor Confidence Continues to Diminish, According to August Advisor Confidence Index™. Advisors Show More Skepticism on Economic Outlook |
| 07/26/04 |
Advisor Confidence Slipped, According to July Advisor Confidence Index™. Data Shows Advisor Confidence at a Four-Month Low |
| 07/15/04 |
Rydex Investments Announces its Sponsorship of New Skip Viragh Memorial Golf Classic. Golf Event Benefits the Johns Hopkins Kimmel Cancer Center |
| 07/12/04 |
Rydex Hires Industry Marketing Veteran Fragasso to Further Develop Firm’s Marketing Efforts |
| 06/08/04 |
Rydex Practice Management Program Introduces Alliance Value Service.
Program Offers Enrolled Advisors Preferred Pricing on Valued Services. |
| 05/28/04 |
AdvisorBenchmarking Releases Advisor Confidence Index™ for May. Data Shows Advisors' Confidence in the Economy Holding Steady. |
| 05/10/04 |
Rydex Investments launches 10 new variable trust funds. Funds will add to alternatives available to annuity insurers. |
| 05/10/04 |
Rydex Investments announces new award honoring Skip Viragh, industry innovator. New award benefits the Make-A-Wish Foundation® |
| 04/26/04 |
AdvisorBenchmarking introduces new Advisor Confidence Index. April index data shows advisors are cautiously optimistic. |
| 03/31/04 |
Rydex Investments announces addition of A-Shares giving intermediaries greater pricing flexibility, 15 funds now offer class A-share |
| 03/15/04 |
Rydex Investments develops a new positioning and tagline. New brand reflects firm's unique positioning. |
| 03/01/04 |
Rydex Investments announces two additions to the portfolio team: Director of Quantitative Research and Portfolio Manager. |
| 02/20/04 |
Rydex Investments launches 11 new funds. Funds created in response to client requests for greater flexibility in investment options. |
| 02/12/04 |
Rydex Investments selects Capital Fulfillment Group for fulfillment and marketing services. |
| 02/02/04 |
Rydex hires industry veteran to further develop firm's inter-mediary distribution efforts. |
| 01/21/04 |
Equal-weighted version of the S&P 500 outperforms cap-weight in 2003 |
| 01/07/04 |
Rydex Investments today announced that it reached $10 billion in assets under management, an all-time record in the firm's 10-year history. |
| 11/05/03 |
Rydex Affiliate Launches New Practice Management Program For Registered Investment Advisors |
| 10/15/03 |
Rydex Investments announces promotion of Bill Flaig. Lead Portfolio Manager Promoted to Director of Investments |
| 10/14/03 |
RDA Wins Integration Solution of the Year in Annual Microsoft Certified Partner Awards for Microsoft Certified Partners and Microsoft Certified Business Solutions Partners |
| 04/22/03 |
Rydex Global Advisors has created a new way to invest in the companies in the S&P 500 with the introduction of Rydexs first exchange-traded fund (ETF). The Rydex S&P Equal Weight ETF-based on the S&P Equal Weight Index (EWI)-will launch on April 30, 2003. |
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