RYFTX Mutual Fund

RYFTX Mutual Fund

NAV$52.12
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Fund Essentials - as of Mar 31, 2026

Net Assets
$18,415.59
Expense Ratio
2.33%
Dividend Yield (Current)
2.05%
Holdings
5
Inception Date
Oct 8, 2013
Fund Family
Rydex Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.75%
1 Year+4.14%
3 Year+4.96%
5 Year-1.00%
10 Year+0.09%

Asset Allocation

Bonds: 106.70%
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Top Holdings

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TickerNameWeight
-J.P. Morgan Securities Llc Tri Party 2026-04-0135.01%
-Merrill Lynch, Pierce, Fenner & Smith Incorporated Tri Party 2026-04-0131.82%
B 0 01/22/26B 0 01/22/260.84%
-Trs Invesco Emerging Markets Sovereign Debt Etf-0.24%
-10-Year T-Note Futures, Jun-2026,Eth-0.84%
Top 10 Concentration: 63.48%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.05%
Frequency
Annually
Latest Distribution
$0.84
-

Peer Comparison

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

RYFTX Mutual Fund Overview

RYFTX Mutual Fund (Emerging Markets Bond Strategy Fund Class C) is managed by Rydex Funds with $18,415.59 in net assets. RYFTX expense ratio is 2.33%, holding 5 positions across various sectors. Inception date: 2013-10-08.

RYFTX performance shows a YTD return of -0.75%. The 1-year return is 4.14% and the 5-year return is -1.00%. RYFTX dividend yield stands at 2.05%, paid annually.

RYFTX top holdings include J.P. Morgan Securities Llc Tri Party 2026-04-01 (35.0%), Merrill Lynch, Pierce, Fenner & Smith Incorporated Tri Party 2026-04-01 (31.8%), B 0 01/22/26 (0.8%), Trs Invesco Emerging Markets Sovereign Debt Etf (-0.2%), 10-Year T-Note Futures, Jun-2026,Eth (-0.8%). Go to all RYFTX holdings, RYFTX sectors, or RYFTX dividends.

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