RYIEX Mutual Fund

RYIEX Mutual Fund

NAV$59.78

Fund Essentials - as of Mar 31, 2026

Net Assets
$53,766.37
Expense Ratio
1.61%
Dividend Yield (Current)
1.76%
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+1.31%
1 Year+6.73%
3 Year+6.93%
5 Year+0.14%
10 Year+1.09%

Asset Allocation

Bonds: 106.69%

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%
-Deutsche Bank Ag-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)
1.76%
Frequency
Annually
Latest Distribution
$0.84
-

Peer Comparison

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

RYIEX Mutual Fund (Emerging Markets Bond Strategy Fund Class A) is managed by Rydex Funds with $53,766.37 in net assets. RYIEX expense ratio is 1.61%, holding 5 positions across various sectors. Inception date: 2013-10-08.

RYIEX performance shows a YTD return of 1.31%. The 1-year return is 6.73% and the 5-year return is 0.14%. RYIEX dividend yield stands at 1.76%, paid annually.

RYIEX 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%), Deutsche Bank Ag (-0.8%). View all RYIEX holdings, sector breakdown, or dividend history.

RYIEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RYIEX alternatives are available via the screener, along with tax-loss harvesting opportunities.