RYARX Mutual Fund

RYARX Mutual Fund

NAV$77.11
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Fund Essentials - as of Mar 31, 2026

Net Assets
$789,488.82
Expense Ratio
1.69%
Dividend Yield (Current)
4.59%
Holdings
15
Inception Date
Mar 31, 2004
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-6.71%
1 Year-11.98%
3 Year-10.90%
5 Year-8.33%
10 Year-12.73%

Asset Allocation

Bonds: 80.35%
Cash: 0.20%
Other: 19.45%
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Top Holdings

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TickerNameWeight
-Treasury Bill 0% Apr 02, 202631.49%
GFSBXGuggenheim Strategy Fund II10.23%
-Fed Home Ln Discount Nt Zero Coupon 04/17/2026 0 2026-04-177.86%
-Treasury Bill Apr 14, 20267.86%
GIFIXGuggenheim Partners Investment Management Llc6.76%
Top 10 Concentration: 88.45%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.59%
Frequency
Annually
Latest Distribution
$0.15
-

Peer Comparison

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

RYARX Mutual Fund Overview

RYARX Mutual Fund (Inverse S&P 500 Strategy Fund Class A) is managed by Guggenheim Investments with $789,488.82 in net assets. RYARX expense ratio is 1.69%, holding 15 positions across sectors including Financials. Inception date: 2004-03-31.

RYARX performance shows a YTD return of -6.71%. The 1-year return is -11.98% and the 5-year return is -8.33%. RYARX dividend yield stands at 4.59%, paid annually.

RYARX top holdings include Treasury Bill 0% Apr 02, 2026 (31.5%), Guggenheim Strategy Fund II (10.2%), Fed Home Ln Discount Nt Zero Coupon 04/17/2026 0 2026-04-17 (7.9%), Treasury Bill Apr 14, 2026 (7.9%), Guggenheim Partners Investment Management Llc (6.8%). Go to all RYARX holdings, RYARX sectors, or RYARX dividends.

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