RYAGX Mutual Fund

RYAGX Mutual Fund

NAV$25.73
See how much of RYAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$8,796.57
Expense Ratio
1.80%
Dividend Yield (Current)
30.49%
Holdings
8
Inception Date
Mar 31, 2004
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-13.57%
1 Year-14.78%
3 Year-7.33%
5 Year-6.06%
10 Year-10.78%

Asset Allocation

Bonds: 59.67%
Cash: 2.76%
Other: 37.57%
See how much of RYAGX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-J.P. Morgan Securities Llc Tri Party 2026-04-0123.94%
-Merrill Lynch, Pierce, Fenner & Smith Incorporated Tri Party 2026-04-0121.76%
GFSBXGuggenheim Strategy Fund II14.81%
GIFIXGuggenheim Partners Investment Management Llc13.33%
DTRXXDreyfus Trsy Oblig Cash Mgmt Cl Ins2.12%
Top 10 Concentration: 76.59%Report Date: Mar 31, 2026
Download all 8 holdings for RYAGX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
30.49%
Frequency
Annually
Latest Distribution
$0.49
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RYAGX Mutual Fund Overview

RYAGX Mutual Fund (Inverse Mid-Cap Strategy Fund Class A) is managed by Guggenheim Investments with $8,796.57 in net assets. RYAGX expense ratio is 1.80%, holding 8 positions across sectors including Financials. Inception date: 2004-03-31.

RYAGX performance shows a YTD return of -13.57%. The 1-year return is -14.78% and the 5-year return is -6.06%. RYAGX dividend yield stands at 30.49%, paid annually.

RYAGX top holdings include J.P. Morgan Securities Llc Tri Party 2026-04-01 (23.9%), Merrill Lynch, Pierce, Fenner & Smith Incorporated Tri Party 2026-04-01 (21.8%), Guggenheim Strategy Fund II (14.8%), Guggenheim Partners Investment Management Llc (13.3%), Dreyfus Trsy Oblig Cash Mgmt Cl Ins (2.1%). Go to all RYAGX holdings, RYAGX sectors, or RYAGX dividends.

RYAGX can be compared against other funds. Use RYAGX overlap to find shared positions, or RYAGX vs another fund for a side-by-side view. RYAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.