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Written by 7:06 pm Blog, Current Investigations

Investor Alert: Rydex Sector Rotation Fund

Have you suffered losses investing in Rydex Sector Rotation Fund?  If so, the securities attorneys of The White Law Group may be able to help you.

Rydex Sector Rotation Fund is a specialty mutual fund available for experienced investors that want to focus on tactical asset allocation and sector rotation strategies inside their investment portfolios.
According to Sector Timing Report, many of the sector rotation funds fail to outperform the market index over time, and have more than twice the expense fee costs of Exchange Traded Funds.  If your considering a sector rotation fund you need to do your homework carefully.

In addition, according to David Trainer of New Constructs, Rydex investments tend to rank low in fund rankings, tend to charge significantly above average, sometimes as much as 8.5% a year. Even the best funds Rydex can offer are lower-quality, more expensive versions of comparable ETFs.

If your financial advisor over-concentrated your portfolio in the Rydex Sector Rotation Fund or other Rydex investments  you may have a viable claim to recover your losses.  Financial advisors are required to make suitable investment recommendations, accounting for your age, income, net worth, investment experience, and investment objectives.  Diversification is the key to reducing risk.  As such, over-concentrated exposure to any sector or investment (but particularly volatile industries like oil and gas which are so dependent on global demand and supply), can be unsuitable for many investors.

The White Law Group is investigating the liability that brokerage firms may have for recommending high risk investments like the Rydex Sector Rotation Fund to their clients. For a free consultation please call 888-637-5510.

For information on The White Law Group’s investigation of Rydex  Precious Metals Fund, click here.

For information on The White Law Group’s investigation of Rydex Govt Long Term 1.2x Strategy Fund, click here.

The White Law Group is a national securities arbitration, securities fraud, and investor protection law firm with offices in Chicago, Illinois and Vero Beach, Florida.  The firm represents investors throughout the country in FINRA arbitration claims against their brokerage firm.

For more information on The White Law Group, visit www.whitesecuritieslaw.com.

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