RYSPX Mutual Fund

RYSPX Mutual Fund

NAV$112.50
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Fund Essentials - as of Mar 31, 2026

Net Assets
$180M
Expense Ratio
1.59%
Dividend Yield (Current)
2.43%
Holdings
511
Inception Date
May 31, 2006
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.86%
1 Year+17.60%
3 Year+18.34%
5 Year+11.00%
10 Year+13.14%

Asset Allocation

Stocks: 91.94%
Bonds: 7.95%
Cash: 0.13%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.6.80%
AAPLApple, Inc5.97%
MSFTMicrosoft Corp4.41%
-Treasury Bill 0% Apr 02, 20263.59%
AMZNAmazon.Com Inc3.26%
Top 10 Concentration: 35.40%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.43%
Frequency
Annually
Latest Distribution
$0.93
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Peer Comparison

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

RYSPX Mutual Fund Overview

RYSPX Mutual Fund (S&P 500 Fund Class H) is managed by Guggenheim Investments with $180.2M in net assets. RYSPX expense ratio is 1.59%, holding 511 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-05-31.

RYSPX performance shows a YTD return of 8.86%. The 1-year return is 17.60% and the 5-year return is 11.00%. RYSPX dividend yield stands at 2.43%, paid annually.

RYSPX top holdings include Nvidia Corp. (6.8%), Apple, Inc (6.0%), Microsoft Corp (4.4%), Treasury Bill 0% Apr 02, 2026 (3.6%), Amazon.Com Inc (3.3%). Go to all RYSPX holdings, RYSPX sectors, or RYSPX dividends.

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