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Exchange Traded Products
 

Exchange Traded Products

5Q Equal Weight Video

Combining the benefits of index mutual funds with the flexibility of stocks, ETFs are becoming an increasingly popular investment option for investors due to their convenience, flexibility and typical tax efficiency. A pioneer in the exchange traded products including the creation of the first equal weight and currency products, Rydex|SGI has more than seven years of experience of offering investors this dynamic investment option and offers a wide line-up of more than two dozen products including:

RydexShares

 

RydexShares Equal Weight ETFs

Equal weighting offers investors a smarter core, with broad diversification through factor objectivity and an automatic rebalancing process that reinforces the age-old adage of 'buy low, sell high'.

RydexShares MegaCap ETF

Seeks to provide the opportunity to capitalize on short- or intermediate-term large cap bull market rallies

RydexShares Pure Style ETFs

Pure Style ETFs were created to offer investors and advisors a more precise way to invest in growth and value styles. This focused coverage may be ideal for investors who believe particular styles may outperform others during certain market cycles.

RydexShares Leveraged and Inverse ETFs

Leveraged and inverse investment products provide the opportunity for magnified exposure to a desired index. Benchmarked daily to published indices, leveraged and inverse funds offer leveraged long or short exposure to the daily return of various indices or benchmarks. Due to their complex nature and inherent  risks, these products should only be used by sophisticated investors with a solid understanding of the risks and the ongoing ability to closely monitor these investments.

currencyshares_new2

The foreign currencies market is the largest and most liquid financial market in the world. The Rydex CurrencyShares products offer investors and institutions a convenient and cost-effective method of gaining investment benefits similar to that of holding foreign currencies.

Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.

Investing in alternative investments is not suitable for all investors and involves special risks such as risk associated with short sales, leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. Investing in alternative strategies presents the opportunity for significant losses. There is no assurance that the investment objective will be attained.

Inverse and leveraged ETFs are not suitable for all investors. These ETFs should be utilized only by investors who (a) understand the risks associated with the use of leverage, (b) understand the consequences of seeking daily leveraged investment results, (c) understand the risk of shorting, and (d) intend to actively monitor and manage their investments. The more an ETF invests in leveraged instruments, the more the leverage will magnify any gains or losses on those investments. Inverse ETFs involve certain risks, which include increased volatility due to the ETFs' possible use of short sales of securities and derivatives, such as options and futures. The ETFs' use of derivatives, such as futures, options and swap agreements, may expose the ETFs' shareholders to additional risks that they would not be subject to if they invested directly in the securities underlying those derivatives. Short-selling involves increased risks and costs. You risk paying more for a security than you received from its sale. Leveraged and inverse ETFs seek to provide investment results that match the performance of a specific benchmark, before fees and expenses, on a daily basis. Because the ETFs seek to track the performance of their benchmark on a daily basis, mathematical compounding, especially with respect to those ETFs that use leverage as part of their investment strategy, may prevent a fund from correlating with the monthly, quarterly, annual or other period performance of its benchmark. Due to the compounding of daily returns, leveraged and inverse ETFs' returns over periods other than one day will likely differ in amount and possibly direction from the benchmark return for the same period. For those ETFs that consistently apply leverage, the value of the ETF's shares will tend to increase or decrease more than the value of any increase or decrease in its benchmark index. The ETFs rebalance their portfolios on a daily basis, increasing exposure in response to that day's gains or reducing exposure in response to that day's losses. Daily rebalancing will impair an ETF's performance if the benchmark experiences volatility. Investors should monitor their leveraged and inverse ETFs' holdings consistent with their strategies, as frequently as daily. For more on these and other risks, please read the prospectus.

ETFs may not be suitable for all investors. • Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost. Most investors will also incur customary brokerage commissions when buying or selling shares of an ETF. • Investments in securities and derivatives, in general, are subject to market risks that may cause their prices to fluctuate over time. • ETF Shares may trade below their net asset value ("NAV"). The NAV of shares will fluctuate with changes in the market value of an ETF's holdings. In addition, there can be no assurance that an active trading market for shares will develop or be maintained.

The analysis on Rydex|SGI AdvisorBenchmarking.com is based on the number of completed surveys and reflects only information from these surveys. This information is intended to be general and these overviews are no substitute for professional, legal or consulting advice. This information should not be construed as advice from Rydex|SGI AdvisorBenchmarking, AdvisorBenchmarking.com, its strategic partners or their affiliates. Rydex|SGI AdvisorBenchmarking.com is a service of Rydex|SGI AdvisorBenchmarking, an affiliate of Rydex|SGI.

Read the fund's prospectus and summary prospectus (if available) carefully before investing. It contains the fund's investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at www.rydex-sgi.com or call 800.820.0888.

Rydex|SGI funds are distributed by Rydex Distributors, LLC (RDL). Security Investors, LLC (SI) is a registered investment advisor, and does business as Security Global Investors® and Rydex Investments. SI and RDL are affiliates and are subsidiaries of Security Benefit Corporation, which is wholly owned by Guggenheim SBC Holdings, LLC, a special purpose entity managed by an affiliate of Guggenheim Partners, LLC, a diversified financial services firm with more than $100 billion in assets under supervision.