RYCUX Mutual Fund
RYCUX Mutual Fund
NAV$45.88
AUM$748,217.02
TER2.38%
Holdings53
See how much of RYCUX you already own
RYCUX Mutual Fund
NAV$45.88
Rydex Utilities Fund Class C
AUM$748,217.02
TER2.38%
Holdings53
See how much of RYCUX you already own
RYCUX Mutual Fund Overlap Analysis
RYCUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, RYCUX may share significant positions with broad-market funds.
RYCUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYCUX tax-loss harvesting finds highly correlated but non-identical funds.