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The Great Bear Funds

What are "bear funds?" They're funds that sell short, buy put options, use leverage, or employ other strategies to increase in value as stocks decrease in value. Out of a universe of 12,500+ mutual funds and about 2,000 ETFs offered for sale in the US, there ain't many of 'em! Please read the investment policy and other details of each fund below. - Grizzly

Invest carefully, at your own risk. Please read the disclaimer.
 
 
The Bear Funds Scoreboard
Exchange-Traded Funds( (fund name order)

07/02/09
Fund Ticker Last

Change

 % Chg Volume
Direxion DEVELOPED MARKETS BEAR 3X DPK 33.02 Up 2.47 Up 8.09% 42,570
Direxion ENERGY BEAR 3X ERY 24.67 Up 2.49 Up 11.20% 3,431,201
Direxion EMERGING MARKETS BEAR 3X EDZ 14.30 Up 1.07 Up 8.09% 1,063,874
Direxion FINANCIAL BEAR 3X FAZ 5.13 Up 0.42 Up 8.92% 147,105,859
Direxion LARGE CAP BEAR 3X BGZ 37.56 Up 2.79 Up 8.02% 12,724,982
Direxion MID CAP BEAR 3X MWN 63.09 Up 5.03 Up 8.66% 81,226
Direxion SMALL CAP BEAR 3X TZA 23.63 Up 2.09 Up 9.71% 15,888,160
Direxion TECHNOLOGY BEAR 3X TYP 22.23 Up 1.24 Up 5.93% 350,275

PF ULTRASHORT BASIC MATERIALS

 SMN 19.87 Up 0.97 Up 5.13% 3,560,485

PF ULTRASHORT CONSUMER GOODS

 SZK 63.80 Up 2.22 Up 3.61% 11,969

PF ULTRASHORT CONSUMER SERVICES

 SCC 67.07 Up 4.08 Up 6.48% 115,517

PT ULTRASHORT DOW 30

DXD 49.76 Up 2.31 Up 4.87% 5,784,389

PF ULTRASHORT FINANCIAL

 SKF 44.72 Up 2.82 Up 6.73% 31,455,658

PF ULTRASHORT FTSE/XINHUA CHINA 25

 FXP 12.75 Up 0.80 Up 6.69% 3,006,634

PF ULTRASHORT HEALTH CARE

 RXD 53.22 Up 2.37 Up 4.66% 3,800

PF ULTRASHORT INDUSTRIALS

 SIJ 45.20 Up 2.45 Up 5.73% 53,411

PT ULTRASHORT MIDCAP 400

 MZZ 39.26 Up 2.13 Up 5.74% 305,492

PF ULTRASHORT MSCI BRAZIL

 BZQ 59.80 Up 3.63 Up 6.46% 10,900

PT ULTRASHORT MSCI EAFE(

 EFU 64.23 Up 3.41 Up 5.61% 61,923

PT ULTRASHORT MSCI EMERGING MARKET

 EEV 21.39 Up 1.13 Up 5.58% 2,389,619

PT ULTRASHORT MSCI EUROPE(

 EPV 39.50 Up 1.84 Up 4.89% 2,550

PT ULTRASHORT MSCI JAPAN

 EWV 57.70 Up 2.02 Up 3.63% 4,840

PF ULTRASHORT MSCI MEXICO

 SMK 56.27 Up 3.12 Up 5.87% 600

PF ULTRASHORT MSCI PACIFC EX-JAPAN

 JPX 37.53 0.00 0.00% 0

PF ULTRASHORT OIL & GAS

 DUG 20.11 Up 1.35 Up 7.20% 8,186,703

PT ULTRASHORT QQQ

 QID 33.33 Up 1.45 Up 4.55% 15,791,703

PF ULTRASHORT REAL ESTATE

 SRS 21.05 Up 1.81 Up 9.41% 23,674,079

PF ULTRASHORT RUSSELL 1000 GROWTH

 SFK 57.45 Up 2.35 Up 4.26% 5,540

PF ULTRASHORT RUSSELL 1000 VALUE

 SJF 89.42 Up 4.94 Up 5.85% 12,207

PF ULTRASHORT RUSSELL 2000

 TWM 43.92 Up 2.70 Up 6.55% 4,337,719

PF ULTRASHORT RUSSELL 2000 GROWTH

 SKK 34.00 Up 2.06 Up 6.45% 37,924

PF ULTRASHORT RUSSELL 2000 VALUE

 SJH 49.72 Up 3.36 Up 7.25% 24,754

PF ULTRASHORT RUSSELL MID GROWTH

 SDK 46.05 Up 2.33 Up 5.33% 2,320

PF ULTRASHORT RUSSELL MID VALUE

 SJL 53.15 Up 3.20 Up 6.41% 2,300

PF ULTRASHORT SEMICONDUCTOR

 SSG 34.87 Up 0.77 Up 2.26% 255,881

PF ULTRASHORT S&P SMALL CAP 600

 SDD 46.00 Up 3.02 Up 7.03% 60,115

PT ULTRASHORT S&P 500

 SDS 57.84 Up 2.99 Up 5.45% 35,176,994

PF ULTRASHORT TECHNOLOGY

 REW 40.98 Up 1.56 Up 3.96% 38,372

PF ULTRASHORT TELECOMMUNICATIONS

 TLL 27.17 Up 1.35 Up 5.23% 770

PF ULTRASHORT UTILITIES

 SDP 33.18 Up 1.80 Up 5.74% 21,015

RYDEX INVERSE 2X Russell 2000

RRZ 62.62 Up 3.37 Up 5.69% 27,847

RYDEX INVERSE 2X S&P 500

 RSW 93.18 Up 4.60 Up 5.19% 107,906

RYDEX INVERSE 2X S&P MidCap 400

 RMS 51.71 Up 1.00 Up 1.97% 148

RYDEX INVERSE 2X S&P Sel. Sector Energy

REC 9.11 Up 0.70 Up 8.32% 17,716

RYDEX INVERSE 2X S&P Sel. Sector Fincial

RFN 10.75 Up 0.72 Up 7.18% 20,245

RYDEX INVERSE 2X S&P Sel. Sector Health

RHO 50.54 Up 0.15 Up 0.30% 330

RYDEX INVERSE 2X S&P Sel. Sector Tech

RTW 31.28 0.00 0.00% 0

SHORT DOW 30

DOG 67.81 Up 1.59 Up 2.40% 481,480

SHORT FINANCIALS

 SEF 59.27 Up 1.93 Up 3.37% 73,207

SHORT S&P MIDCAP400

MYY 58.76 Up 1.72 Up 3.02% 49,057

SHORT MSCI EAFE

EFZ

 74.53 Up 2.02 Up 2.79% 14,545

SHORT MSCI EMERGING MARKETS

 EUM 53.16 Up 1.46 Up 2.82% 67,981

SHORT OIL & GAS

 DDG 63.90 Up 2.33 Up 3.78% 6,748

SHORT QQQ

PSQ 57.47 Up 1.19 Up 2.11% 120,891

SHORT RUSSELL 2000

 RWM 57.75 Up 1.88 Up 3.36% 197,646

SHORT S&P 500

SH 67.21 Up 1.79 Up 2.74% 2,768,560

SHORT S&P SMALL CAP 600

 SBB 51.05 Up 1.73 Up 3.51% 28,546

 
The Bear Funds Scoreboard
Mutual Funds (fund name order)

07/02/09
Fund Ticker NAV

Change

 % Chg
Access Flex Bear High Yield Fund AFBIX 26.73 Up 0.28 Up 1.06%
Comstock Capital Value Fund DRCVX 3.01 Up 0.08 Up 2.73%
Direxion Developed Mkts Bear 2.0X Fund DXDSX 10.12 Up 0.55 Up 5.75%
Direxion Dollar Bear 2.5X Fund DXDDX 20.69 Down 0.42 Down 1.99%
Direxion Emerging Markets Bear 2.0X Fund DXESX 3.20 Up 0.16 Up 5.26%
Direxion FDS 10 Year Note Bear Fund DXKSX 11.45 Down 0.12 Down 1.04%
Direxion High Yield Bear Fund PHBRX 18.77 Up 0.16 Up 0.86%
Direxion NASDAQ-100 Bear 2.5X Fund DXQSX 10.12 Up 0.56 Up 5.86%
Direxion S&P 500 Bear 2.5X Fund DXSSX 16.81 Up 1.14 Up 7.28%
Direxion Small Cap Bear 2.5X Fund DXRSX 4.41 Up 0.39 Up 9.70%
Leuthold Grizzly Short Fund GRZZX 6.47 Up 0.22 Up 3.52%
ProFunds: Bear ProFund BRPIX 31.32 Up 0.88 Up 2.89%
ProFunds: Falling US Dollar ProFund FDPIX 26.98 Up 0.18 Up 0.67%
ProFunds: Rising Rates Opp. Fund RRPIX 14.76 Down 0.03 Down 0.20%
ProFunds: Rising Rates Opp. 10 Fund RTPIX 24.70 Down 0.10 Down 0.40%
ProFunds: Short Oil & Gas ProFund SNPIX 16.38 Up 0.57 Up 3.61%
ProFunds: Short Real Estate ProFund SRPIX 18.77 Up 1.01 Up 5.69%
ProFunds: Short Small-Cap ProFund SHPIX 16.97 Up 0.61 Up 3.73%
ProFunds: Short OTC ProFund SOPIX 15.78 Up 0.36 Up 2.33%
ProFunds: Short Precious Metals Fund SPPIX 11.65 Up 0.34 Up 3.01%
ProFunds: UltraBear ProFund URPIX 16.84 Up 0.92 Up 5.78%
ProFunds: UltraShort China ProFund UKPIX 31.42 Up 1.79 Up 6.04%
ProFunds: UltraShort Emkt ProFund UVPIX 3.61 Up 0.21 Up 6.18%
ProFunds: UltraShort Japan ProFund UKPIX 31.42 Up 1.79 Up 6.04%
ProFunds: UltraShort Intl ProFund UXPIX 20.66 Up 1.05 Up 5.35%
ProFunds: UltraShort Latin America ProFund UFPIX 6.09 Up 0.30 Up 5.18%
ProFunds: UltraShort Mid-Cap ProFund UIPIX 12.60 Up 0.77 Up 6.51%
ProFunds: UltraShort Small-Cap ProFund UCPIX 10.51 Up 0.75 Up 7.68%
ProFunds: UltraShort Dow 30 ProFund UWPIX 21.61 Up 1.08 Up 5.26%
ProFunds: UltraShort OTC ProFund USPIX 9.49 Up 0.43 Up 4.75%
Prudent Bear Fund  BEARX 6.43 Up 0.11 Up 1.74%
Prudent Global Income Fund PSAFX 12.09 Down 0.09 Down 0.74%
Rydex Inverse Dynamic Dow Fund RYCWX 44.02 Up 2.13 Up 5.08%
Rydex Inverse Dynamic OTC Fund RYVNX 12.84 Up 0.58 Up 4.73%
Rydex Inverse Dynamic Russell 2000 Fund RYIRX 25.48 Up 1.70 Up 7.15%
Rydex Inverse Dynamic S&P 500 Fund  RYTPX 39.59 Up 2.13 Up 5.69%
Rydex Inverse Government Long Bond Fund RYJUX 14.92 Down 0.11 Down 0.73%
Rydex Inverse Mid-Cap Fund RYMHX 40.05 Up 1.22 Up 3.14%
Rydex Inverse OTC Fund RYAIX 21.08 Up 0.47 Up 2.28%
Rydex Inverse Russell 2000 Fund  RYSHX 38.95 Up 1.39 Up 3.70%
Rydex Inverse S&P 500 Fund  RYURX 46.94 Up 1.32 Up 2.89%

Further information for each bear mutual fund is shown below.
(Listed in alphabetical order by management company.)

 
 

Comstock Partners
 www.comstockfunds.com
800-332-8910

Capital Value Fund  [DRCVX]
Load: Front Load 4.50%
Investment Policy: The Fund seeks to maximize total return, consisting of capital appreciation and current income. The Fund invests in a wide range of equity and debt securities and money market instruments.
Fund Inception: 10/10/1985
Minimum Investment $2,500

Strategy Fund  [CPFAX]
Load: Front Load 4.50%
Investment Policy: The Fund seeks to maximize total return over the long-term investment horizon by investing primarily in a portfolio of debt securities.
Fund Inception: 07/15/1992
Minimum Investment $2,500
 

David W. Tice & Associates
 www.prudentbear.com
800 711-1848

Prudent Bear Fund  [BEARX]
No Load
Investment Policy: The Fund seeks to provide capital appreciation by investing primarily in common stocks, engaging in short sales and effecting transactions in stock index futures contracts, options on stock index future contracts and options on securities and stock indexes.
Fund Inception: 12/28/1995
Minimum Investment $2,000

Prudent Global Income Fund  [PSAFX]
No Load
Investment Policy: The Fund seeks current income and capital appreciation in a volatile environment. The Fund primarily invests in debt securities issued by U.S. and other developed countries, gold bullion and common stocks of companies that mine gold.
Fund Inception: 02/20/2000
Minimum Investment $2,000

 
 

Direxion Funds
www.direxionfunds.com
800.851.0511

Direxion FDS 10 Year Note Bear Fund  [DXKSX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, of 250% of the inverse of the performance of the 10 Year Treasury Note. The fund normally invests at least 80% of assets in the 10 Year Treasury Note and/or financial instruments that, in combination, provide leveraged exposure to the 10 Year Treasury Note.
Fund Inception: 05/17/2004
Minimum Investment $10,000

Direxion US Short Fund  [PSPSX]
No Load
Investment Policy: The Fund seeks investment returns that correspond to 250% of the inverse of the price performance of the Russell 2000 index. The fund normally invests at least 80% of assets in the equity securities that comprise the Russell 2000 index and/or financial instruments that, in combination, provide leveraged exposure to the index.
Fund Inception: 12/02/1999
Minimum Investment $10,000

Direxion Dollar Bear 2.5X Fund  [DXDDX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, of 250% of the inverse of the price performance of the U.S. Dollar index. The fund normally invests at least 80% of assets in financial instruments that, in combination, provide leveraged exposure to the U.S. Dollar index. It creates short positions.
Fund Inception: 06/13/2006
Minimum Investment $10,000

Direxion Developed Mkts Bear 2.0X Fund [DXDSX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, of 200% of the price performance of the MSCI EAFE index. The fund normally invests at least 80% of assets in the equity securities that comprise the EAFE index and/or financial instruments that, in combination, provide leveraged exposure to the index.
Fund Inception: 01/18/2006
Minimum Investment $10,000

Direxion Emerging Markets Bear 2.0X Fund [DXESX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, of 200% of the inverse of the price performance of the MSCI Emerging Markets indexSM. The fund normally invests at least 80% of assets in the equity securities that comprise the MSCI Emerging Markets indexSM and/or financial instruments that, in combination, provide leveraged exposure to the index.
Fund Inception: 11/07/2005
Minimum Investment $10,000

Direxion NASDAQ-100 Bear 2.5X Fund [DXQSX]
No Load
Investment Policy: The Fund seeks to profit from a decline in the value of lower-quality debt instruments. The fund normally invests at least 80% of net assets in high yield debt instruments, or derivatives of such instruments.
Fund Inception: 09/20/2005
Minimum Investment $10,000

Direxion Small Cap Bear 2.5X Fund [DXRSX]
No Load
Investment Policy: The Fund seeks investment returns that correspond to 250% of the inverse of the price performance of the Russell 2000 index. The fund normally invests at least 80% of assets in the equity securities that comprise the Russell 2000 index and/or financial instruments that, in combination, provide leveraged exposure to the index.
Fund Inception: 12/02/1999
Minimum Investment $10,000

Direxion S&P 500 Bear 2.5X Fund [DXSSX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, of 250% of the inverse of the price performance of the NASDAQ-100 index. The fund normally invests at least 80% of assets in the equity securities that comprise the NASDAQ-100 index and/or financial instruments that, in combination, provide leveraged exposure to the index.
Fund Inception: 05/01/2006
Minimum Investment $10,000

Direxion Dynamic High Yield Bond Fund [DXSSX]
No Load
Investment Policy: The investment seeks to profit from a decline in the value of lower-quality debt instruments. The fund normally invests at least 80% of net assets in high yield debt instruments, or derivatives of such instruments.
Fund Inception: 09/20/2005
Minimum Investment $10,000

Direxion High Yield Bear Fund [PHBRX]
No Load
Investment Policy: The Fund seeks to profit from a decline in the value of lower-quality debt instruments. The fund normally invests at least 80% of net assets in high yield debt instruments, or derivatives of such instruments
Fund Inception: 09/20/2005
Minimum Investment $10,000

 
 

Leuthold Funds
www.leutholdfunds.com
800-273-6886

Grizzly Short Fund  [GRZZX]
No Load
Investment Policy: The Fund seeks capital appreciation by selling short common stocks of U.S. companies. The aggregate amount of its outstanding short positions typically will by approximately equal to its outstanding net assets.
Fund Inception: 06/19/2000
Minimum Investment $10,000

 
 

ProFunds (Mutual Funds)
www.profunds.com
888-PRO-FNDS

Access Flex Bear High Yield Fund  [AFBIX]
No Load
Investment Policy: The investment seeks to provide investment results that correspond generally to the inverse (opposite) of the total return of the high yield market consistent with maintaining reasonable liquidity.
Fund Inception: 04/27/2005
Minimum Investment $15,000

Bear ProFund  [BRPIX]
No Load
Investment Policy: The Fund seeks daily investment results that correspond to the inverse of the daily performance of the S&P 500 Index.
Fund Inception: 12/31/1997
Minimum Investment $15,000

Falling US Dollar ProFund  [FDPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the U.S. Dollar Index.
Fund Inception: 02/17/2005
Minimum Investment $15,000

Rising Rates Opportunity ProFund  [RRPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to 125% of the inverse (opposite) of the daily price movement of the most recently issued long bond.
Fund Inception: 5/1/2002
Minimum Investment $15,000

Rising Rates Opportunity 10 ProFund  [RTPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to 125% of the inverse (opposite) of the daily price movement of the most recently issued long bond.
Fund Inception: 01/10/2005
Minimum Investment $15,000

Short Oil & Gas ProFund  [SNPIX]
No Load
Investment Policy: Seeks daily investment results before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Dow Jones U.S. Oil & Gas Index.
Fund Inception: 9/12/05
Minimum Investment $15,000

Short Real Estate ProFund  [SRPIX]
No Load
Investment Policy: Seeks daily investment results before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the U.S. Real Estate Index.
Fund Inception: 9/12/05
Minimum Investment $15,000

Short Small-Cap ProFund  [SHPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Russell 2000 Index.
Fund Inception: 5/01/2002
Minimum Investment $15,000

Short OTC ProFund  [SOPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Nasdaq-100 Index.
Fund Inception: 5/01/2002
Minimum Investment $15,000

UltraBear ProFund  [URPIX]
No Load
Investment Policy: The Fund seeks daily investment results that correspond to twice the inverse of the performance of the S&P 500 index.
Fund Inception: 12/23/1997
Minimum Investment $15,000

UltraShort Dow 30  ProFund  [UWPIX]
No Load
Investment Policy: The Fund seeks to provide investment results that correspond each day to twice the inverse (opposite) of the performance of the Dow Jones Industrial Average.
Fund Inception: 7/22/2004
Minimum Investment $15,000

UltraShort Emerging Markets ProFund  [UVPIX]
No Load
Investment Policy: The Fund seeks daily investment results that correspond to twice the inverse of the daily performance of the Bank of New York Emerging Markets 50 ADR index. The fund invests at least 80% of assets to financial instruments with economic characteristics that, in combination, should be inverse to those of the index.
Fund Inception: 04/19/2006
Minimum Investment $15,000

UltraShort Japan ProFund  [UKPIX]
No Load
Investment Policy: The Fund seeks daily investment results that correspond to twice the inverse of the daily performance of the Nikkei 225 Stock Average. The fund normally invests at least 80% of assets to financial instruments with economic characteristics that, in combination, should be inverse to those of the Nikkei 225 Stock Average.
Fund Inception: 04/19/2006
Minimum Investment $15,000

UltraShort International ProFund  [UXPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to twice the inverse of the daily performance of the MSCI EAFE index. The fund takes positions in financial instruments that, in combination, are expected to have similar daily return characteristics as twice the inverse of the daily performance of the index.
Fund Inception: Fund Inception: 04/19/2006
Minimum Investment $15,000

UltraShort Mid-Cap ProFund  [UIPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the S&P MidCap 400 Index.
Fund Inception: 1/30/2004
Minimum Investment $15,000

UltraShort OTC ProFund  [USPIX]
No Load
Investment Policy: The Fund seeks to provide investment results that correspond each day to twice the inverse (opposite) of the performance of the NASDAQ 100 Index.
Fund Inception: 06/02/1998
Minimum Investment $15,000

UltraShort Precious Metals ProFund  [SPPIX]
No Load
Investment Policy: The Fund seeks daily investment results that correspond to the inverse of the daily performance of the Dow Jones Precious Metals index. The fund normally commits at least 80% of assets to financial instruments with economic characteristics that, in combination, should be inverse to those of the index.
Fund Inception: 01/09/2006
Minimum Investment $15,000

UltraShort Small-Cap ProFund  [UCPIX]
No Load
Investment Policy: The Fund seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the Russell 2000 Index.
Fund Inception:1/30/2004
Minimum Investment $15,000

ProShares (ETFs)
http://www.proshares.com
866-PRO-5125

Short Dow 30  [DOG]
Investment Policy: The Short Dow30 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Dow Jones Industrial AverageSM Index.
Fund Inception: 6/19/06

Short MidCap400  [MYY]
Investment Policy: The Short MidCap400 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the S&P MidCap 400 Index.
Fund Inception: 6/19/06

Short QQQ  [PSQ]
Investment Policy: The Short QQQ seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the NASDAQ-100® Index.
Fund Inception: 6/19/06

Short S&P 500  [SH]
Investment Policy: The Short S&P500 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the S&P 500® Index.
Fund Inception: 6/19/06

UltraShort Dow 30  [DXD]
Investment Policy: The UltraShort Dow30 ProShare seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the Dow Jones Industrial AverageSM Index.
Fund Inception: 7/11/06

UltraShort MidCap400  [MZZ]
Investment Policy: The UltraShort MidCap400 seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the S&P MidCap 400 Index.
Fund Inception: 7/11/06

UltraShort QQQ [QID]
Investment Policy: The UltraShort QQQ seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the NASDAQ-100® Index.
Fund Inception: 7/11/06

UltraShort S&P 500  [SDS]
Investment Policy: The UltraShort S&P 500 seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the S&P 500® Index.
Fund Inception: 7/11/06
 
 

Rydex Funds
 www.rydexfunds.com
800-820-0888 or 800-717-7776

Inverse Dynamic Dow Fund [RYCWX]
No Load
Investment Policy: The Fund seeks to provide investment results that will match the performance of a specific benchmark on a daily basis. The Fund’s current benchmark is 200% of the inverse (opposite) performance of the Dow Jones Industrial Average (the “underlying index”).
Fund Inception: 02/20/2004
Minimum Investment $25,000

Inverse Dynamic OTC Fund  [RYVNX]
No Load
Investment Policy: The Fund seeks to provide, on a daily basis, investment results that will match the performance of a specific benchmark. The Fund s current benchmark is 200 percent of the inverse ("opposite") of the Nasdaq 100 Index.
Fund Inception: 05/23/2000
Minimum Investment $25,000

Inverse Dynamic Russell 2000 Fund  [RYIRX]
No Load
Investment Policy:  Seeks to provide investment returns that inversely correlate to the daily performance of the Russell 2000® Index. The fund will attempt to consistently apply 200% inverse leverage to its benchmark
Fund Inception: 05/31/2006
Minimum Investment $25,000

Inverse Dynamic S&P 500 Fund  [RYTPX]
No Load
Investment Policy: The Fund seeks to provide, on a daily basis, investment results that will match the performance of a specific benchmark. The Fund s current benchmark is 200 percent of the inverse ("opposite") of the S&P 500 Index.
Fund Inception: 05/19/2000
Minimum Investment $25,000

Inverse Government Long Bond Fund  [RYJUX]
No Load
Investment Policy: The Fund seeks to provide total returns that will inversely correlate to the price movements of a benchmark for U.S. Treasury debt instruments or futures contract on a specified debt instrument.
Fund Inception: 03/03/1995
Minimum Investment $25,000

Inverse Mid-Cap Fund [RYMHX]
No Load
Investment Policy: To provide investment results that will match the performance of a specific benchmark.The Fund’s current benchmark is the inverse of the performance of the S&P MidCap 400 Index.The investment objective of the Inverse Mid-Cap Fund is non-fundamental and may be changed without shareholder approval.
Fund Inception: 02/20/2004
Minimum Investment $25,000

Inverse OTC Fund  [RYAIX]
No Load
Investment Policy: The Fund seeks to provide investment results that will match the performance of a specific benchmark. The Fund s current benchmark in the inverse of the performance of the NASDAQ 100 Index.
Fund Inception: 09/03/1998
Minimum Investment $25,000

Inverse Russell 2000 Fund  [RYSHX]
No Load
Investment Policy:  Seeks to provide investment results that inversely correspond to the daily performance of the Russell 2000® Index.
Fund Inception: 02/20/2004
Minimum Investment $25,000

Inverse S&P 500 Fund  [RYURX]
No Load
Investment Policy: The Fund seeks to provide investment results that will inversely correlate to the performance of the S&P 500 Index.
Fund Inception: 01/07/1994
Minimum Investment $25,000

 

  
Know of other Great Bear funds? and we'll add them to this page.

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