RYLVX Mutual Fund

RYLVX Mutual Fund

NAV$142.80
See how much of RYLVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$4M
Expense Ratio
1.54%
Dividend Yield (Current)
0.17%
Holdings
123
Inception Date
Sep 1, 2004
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+15.37%
1 Year+30.55%
3 Year+15.08%
5 Year+10.70%
10 Year+9.40%

Asset Allocation

Stocks: 99.83%
Bonds: 0.18%
See how much of RYLVX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
DOWDow Inc.5.06%
BGBunge Global Sa Common Shares4.89%
LYBLyondellbasell-a3.98%
ADMArcher-Daniels-Midland Co.3.93%
MOSMosaic Co.3.52%
Top 10 Concentration: 36.91%Report Date: Mar 31, 2026
Download all 123 holdings for RYLVX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.17%
Frequency
Annually
Latest Distribution
$2.28
-

Peer Comparison

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

RYLVX Mutual Fund Overview

RYLVX Mutual Fund (S&P 500 Pure Value Fund Class A) is managed by Guggenheim Investments with $4.0M in net assets. RYLVX expense ratio is 1.54%, holding 123 positions across sectors including Financials, Materials, Consumer Staples. Inception date: 2004-09-01.

RYLVX performance shows a YTD return of 15.37%. The 1-year return is 30.55% and the 5-year return is 10.70%. RYLVX dividend yield stands at 0.17%, paid annually.

RYLVX top holdings include Dow Inc. (5.1%), Bunge Global Sa Common Shares (4.9%), Lyondellbasell-a (4.0%), Archer-Daniels-Midland Co. (3.9%), Mosaic Co. (3.5%). Go to all RYLVX holdings, RYLVX sectors, or RYLVX dividends.

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