RYKIX Mutual Fund Analysis & Holdings | MarketXLS

RYKIX Mutual Fund

NAV$139.68

AUM$8M

TER1.38%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

RYKIX Mutual Fund

NAV$139.68

Rydex Banking Fund Investor Class

AUM$8M

TER1.38%

Holdings76

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 RYKIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RYKIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RYKIX Mutual Fund Overlap Analysis

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

RYKIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, RYKIX may share significant positions with broad-market funds.

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