RYFIX Mutual Fund
RYFIX Mutual Fund
NAV$114.39
AUM$18M
TER1.45%
Holdings158
See how much of RYFIX you already own
RYFIX Mutual Fund
NAV$114.39
Rydex Financial Services Fund Investor Class
AUM$18M
TER1.45%
Holdings158
See how much of RYFIX you already own
RYFIX Mutual Fund Overlap Analysis
RYFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 158 holdings, RYFIX may share significant positions with broad-market funds.
RYFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYFIX tax-loss harvesting finds highly correlated but non-identical funds.