RYEAX Mutual Fund

RYEAX Mutual Fund

NAV$321.86
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1M
Expense Ratio
1.62%
Dividend Yield (Current)
2.16%
Holdings
87
Inception Date
May 5, 1998
Fund Family
Rydex Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+32.96%
1 Year+41.53%
3 Year+11.47%
5 Year+19.43%
10 Year+6.17%

Asset Allocation

Stocks: 99.51%
Bonds: 0.50%
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Top Holdings

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TickerNameWeight
XOMExxon Mobil Corp6.89%
CVXChevron Corp.United States -Energy4.96%
COPConocophillips Co3.28%
SLBSlb Ltd.2.43%
WMBWilliams Cos Inc/the2.35%
Top 10 Concentration: 30.77%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.16%
Frequency
Annually
Latest Distribution
$0.89
-

Peer Comparison

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

RYEAX Mutual Fund Overview

RYEAX Mutual Fund (Rydex Energy Fund Class H) is managed by Rydex Funds with $1.4M in net assets. RYEAX expense ratio is 1.62%, holding 87 positions across sectors including Energy, Materials, Information Technology. Inception date: 1998-05-05.

RYEAX performance shows a YTD return of 32.96%. The 1-year return is 41.53% and the 5-year return is 19.43%. RYEAX dividend yield stands at 2.16%, paid annually.

RYEAX top holdings include Exxon Mobil Corp (6.9%), Chevron Corp.United States -Energy (5.0%), Conocophillips Co (3.3%), Slb Ltd. (2.4%), Williams Cos Inc/the (2.4%). Go to all RYEAX holdings, RYEAX sectors, or RYEAX dividends.

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