RYLAX Mutual Fund
RYLAX Mutual Fund
NAV$86.84
AUM$574,127.83
TER1.63%
Holdings96
RYLAX Mutual Fund
NAV$86.84
Rydex Leisure Fund Class H
AUM$574,127.83
TER1.63%
Holdings96
RYLAX Mutual Fund Overlap Analysis
RYLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, RYLAX may share significant positions with broad-market funds.
RYLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYLAX tax-loss harvesting finds highly correlated but non-identical funds.