RYFNX Mutual Fund Analysis & Holdings | MarketXLS

RYFNX Mutual Fund

NAV$101.34

AUM$3M

TER1.64%

Holdings158

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RYFNX Mutual Fund

NAV$101.34

Rydex Financial Services Fund Class A

AUM$3M

TER1.64%

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 RYFNX 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 RYFNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RYFNX Mutual Fund Overlap Analysis

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

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

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