RYKAX Mutual Fund
RYKAX Mutual Fund
NAV$115.00
AUM$134,164.46
TER1.63%
Holdings77
See how much of RYKAX you already own
RYKAX Mutual Fund
NAV$115.00
Rydex Banking Fund Class H
AUM$134,164.46
TER1.63%
Holdings77
See how much of RYKAX you already own
RYKAX Mutual Fund Overlap Analysis
RYKAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYKAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, RYKAX may share significant positions with broad-market funds.
RYKAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYKAX tax-loss harvesting finds highly correlated but non-identical funds.