RYFAX Mutual Fund
RYFAX Mutual Fund
NAV$97.78
AUM$525,488.12
TER1.68%
Holdings158
See how much of RYFAX you already own
RYFAX Mutual Fund
NAV$97.78
Rydex Financial Services Fund Class H
AUM$525,488.12
TER1.68%
Holdings158
See how much of RYFAX you already own
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.