How to Invest in Rydex Mutual Funds

Rydex Investments manages more than $14 billion in assets and places its focus on anticipating both the ever-changing demands of the market and the needs of their investors. Rydex launched the industry's first fixed-income mutual funds, the first public leveraged benchmark mutual fund and intraday pricing.

Difficulty: Moderately Challenging

Instructions

Things You'll Need:

• Time to read prospectuses, research investment options and talk to financial professionals
• A background on the principles of how mutual funds work
• An understanding of investments and their risks
• A computer with a high-speed Internet connection

1. Learn the basics before deciding where, how or how much to invest. Many Web sites, such as The Investment FAQ, listed in Resources below, spell out in simple terms the many complexities of investing.

2. Determine the size of your investment. Almost all mutual funds have a minimum requirement to get started, although direct deposit funds do not. Consider seeing a financial planner for assistance.

3. Request prospectuses for the funds you are considerng and read them carefully, as they contain information about the risks, fees and expenses associated with mutual funds. For instance, some may be load funds, which charge a fee to purchase shares.

4. Speak with a Rydex customer service representative or your own financial planner to discuss your investment objectives.

5. Complete an application. You can fill one out online (you'll need to sign it with an electronic signature), download one and fill it out on the computer or by hand or request to have an application sent to you via mail.

6. Return your application with your investment. You may send your investment by check or you may wire it to Rydex.

Tips & Warnings

• You can request applications and forms by mail or download them directly to your computer.
• The various fund cut-off times for both phone and Web trading are conveniently posted online.
• You can view daily as well as historical prices of more than 60 financial products, and download them in a CSV (comma separated values) format for later study.
• Investing in mutual funds always involves risk, including the possible loss of the principal amount you've invested.
• The past performance of any mutual fund is not a guarantee of its future performance.
• Shares of Rydex mutual funds are not deposits of any financial institution and are not insured by the Federal Deposit Insurance Corp. (FDIC) or any other agency.