RYOIX Mutual Fund

RYOIX Mutual Fund

NAV$94.87
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Fund Essentials - as of Mar 31, 2026

Net Assets
$104M
Expense Ratio
1.38%
Dividend Yield (Current)
10.87%
Holdings
75
Inception Date
Apr 1, 1998
Fund Family
Rydex Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+15.20%
1 Year+47.43%
3 Year+17.22%
5 Year+5.72%
10 Year+8.80%

Asset Allocation

Stocks: 99.55%
Bonds: 0.44%
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Top Holdings

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TickerNameWeight
ABBVAbbvie Inc.7.39%
AMGNAmgen Inc.5.23%
GILDGilead Sciences4.96%
VRTXNvaesrtex Pharmaceuticals Inc4.01%
REGNRegeneron Pharmaceuticals, Inc.3.56%
Top 10 Concentration: 36.65%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.87%
Frequency
Annually
Latest Distribution
$15.77
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Peer Comparison

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

RYOIX Mutual Fund Overview

RYOIX Mutual Fund (Rydex Biotechnology Fund Investor Class) is managed by Rydex Funds with $103.9M in net assets. RYOIX expense ratio is 1.38%, holding 75 positions across sectors including Health Care. Inception date: 1998-04-01.

RYOIX performance shows a YTD return of 15.20%. The 1-year return is 47.43% and the 5-year return is 5.72%. RYOIX dividend yield stands at 10.87%, paid annually.

RYOIX top holdings include Abbvie Inc. (7.4%), Amgen Inc. (5.2%), Gilead Sciences (5.0%), Nvaesrtex Pharmaceuticals Inc (4.0%), Regeneron Pharmaceuticals, Inc. (3.6%). Go to all RYOIX holdings, RYOIX sectors, or RYOIX dividends.

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