RYGTX Mutual Fund

RYGTX Mutual Fund

NAV$59.41
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Fund Essentials - as of Mar 31, 2026

Net Assets
$642,773.81
Expense Ratio
1.59%
Dividend Yield (Current)
1.80%
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-0.34%
1 Year+4.94%
3 Year+5.76%
5 Year-0.23%
10 Year+0.86%

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)
1.80%
Frequency
Annually
Latest Distribution
$0.84
-

Peer Comparison

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

RYGTX Mutual Fund Overview

RYGTX Mutual Fund (Emerging Markets Bond Strategy Fund Class H) is managed by Rydex Funds with $642,773.81 in net assets. RYGTX expense ratio is 1.59%, holding 5 positions across various sectors. Inception date: 2013-10-08.

RYGTX performance shows a YTD return of -0.34%. The 1-year return is 4.94% and the 5-year return is -0.23%. RYGTX dividend yield stands at 1.80%, paid annually.

RYGTX 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 RYGTX holdings, RYGTX sectors, or RYGTX dividends.

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