RYFAX Mutual Fund Analysis & Holdings | MarketXLS

RYFAX Mutual Fund

NAV$97.25

AUM$644,037.43

TER1.65%

Holdings158

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RYFAX Mutual Fund

NAV$97.25

Rydex Financial Services Fund Class H

AUM$644,037.43

TER1.65%

Holdings158

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RYFAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RYFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RYFAX Mutual Fund Overlap Analysis

RYFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RYFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, RYFAX may share significant positions with broad-market funds.

RYFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYFAX tax-loss harvesting finds highly correlated but non-identical funds.