RYAUX Mutual Fund

RYAUX Mutual Fund

NAV$56.89
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1M
Expense Ratio
1.63%
Dividend Yield (Current)
2.10%
Holdings
53
Inception Date
Apr 3, 2000
Fund Family
Rydex Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.18%
1 Year+5.46%
3 Year+12.20%
5 Year+8.41%
10 Year+7.02%

Asset Allocation

Stocks: 99.36%
Bonds: 0.64%
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Top Holdings

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TickerNameWeight
NEENextera Energy Inc.5.64%
SOSouthern Co.4.13%
DUKDuke Energy Corp4.04%
CEGConstellation E..3.63%
AEPAmerican Electric Power Co Inc3.37%
Top 10 Concentration: 35.66%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.10%
Frequency
Annually
Latest Distribution
$1.35
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Peer Comparison

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

RYAUX Mutual Fund Overview

RYAUX Mutual Fund (Rydex Utilities Fund Class H) is managed by Rydex Funds with $1.1M in net assets. RYAUX expense ratio is 1.63%, holding 53 positions across sectors including Utilities, Energy, Industrials. Inception date: 2000-04-03.

RYAUX performance shows a YTD return of 4.18%. The 1-year return is 5.46% and the 5-year return is 8.41%. RYAUX dividend yield stands at 2.10%, paid annually.

RYAUX top holdings include Nextera Energy Inc. (5.6%), Southern Co. (4.1%), Duke Energy Corp (4.0%), Constellation E.. (3.6%), American Electric Power Co Inc (3.4%). Go to all RYAUX holdings, RYAUX sectors, or RYAUX dividends.

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