RYPDX Mutual Fund Analysis & Holdings | MarketXLS

RYPDX Mutual Fund

NAV$107.09

AUM$6M

TER1.64%

Holdings70

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RYPDX Mutual Fund

NAV$107.09

Rydex Consumer Products Fund Class A

AUM$6M

TER1.64%

Holdings70

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

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Discover Portfolio Overlap

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

RYPDX Mutual Fund Overlap Analysis

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

RYPDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, RYPDX may share significant positions with broad-market funds.

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