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  • Fund Type: Variable Annuity
  • Objective: Index Fund-Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Rydex Variable Trust - Small-Cap Value

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VRSCVAV:US

130.07 USD 2.06 1.61%

As of 18:45:20 ET on 05/17/2013.

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Snapshot for Rydex Variable Trust - Small-Cap Value (VRSCVAV)

Year To Date: +17.00% 3-Month: +7.11% 3-Year: +8.76% 52-Week Range: 88.23 - 130.07
1-Month: +13.59% 1-Year: +40.94% 5-Year: +8.75% Beta vs SPX: 1.24

Mutual Fund Chart for VRSCVAV

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  • VRSCVAV:US 130.07
  • 1M
  • 1Y
Interactive VRSCVAV Chart

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Fund Profile & Information for VRSCVAV

Rydex Variable Trust - Small-Cap Value is a Variable Annuity product in the USA. The Fund objective is to provide investment results that match the performance of a benchmark for small cap value securities. The Fund invests principally in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the index.

Inception Date: 05-03-2004 Telephone: 1-800-820-0888
Managers: MICHAEL P BYRUM / MIKE DELLAPA
Web Site: www.guggenheiminvestments.com

Fundamentals for VRSCVAV

NAV (on 2013-05-17) 130.07
Assets (M) (on 2013-05-17) 14.98
Fund Leveraged N
Minimum Investment -
Minimum Subsequent Investment -

Dividends for VRSCVAV

Dividend Type Income
Dividend Frequency Irreg
Last Dividend Net (on 2009-11-23) 0.98
Dividend Yield (ttm) -

Fees & Expenses for VRSCVAV

Front Load -
Back Load -
Current Mgmt Fee 0.00
Redemption Fee -
12b1 Fee 0.00
Expense Ratio 1.52

Top Fund Holdings for VRSCVAV

Filing Date: 04/30/2013
Name Position Value % of Total
Boyd Gaming Corp 31,224 374,688 2.095%
VOXX International Corp 37,439 356,794 1.995%
Kelly Services Inc 15,971 271,826 1.520%
CIBER Inc 63,791 271,750 1.520%
AAR Corp 14,809 264,489 1.479%
OfficeMax Inc 21,855 251,551 1.407%
SkyWest Inc 17,164 245,617 1.373%
Tower Group International Ltd 12,520 236,878 1.325%
Quiksilver Inc 35,031 235,759 1.318%
Meadowbrook Insurance Group In 29,393 228,678 1.279%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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