RYVAX Mutual Fund

RYVAX Mutual Fund

NAV$287.52
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Fund Essentials - as of Jun 30, 2026

Net Assets
$435,734.61
Expense Ratio
1.62%
Dividend Yield (Current)
0.40%
Holdings
30
Inception Date
Apr 2, 1998
Fund Family
Rydex Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+37.25%
1 Year+63.54%
3 Year+6.00%
5 Year+13.35%
10 Year-2.98%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
SLBSchlumberger Nv.11.44%
BKRBaker Hughes Co10.41%
HALHalliburton Co.6.97%
KGSKodiak Gas Services Inccommon Stock4.31%
AROCArchrock, Inc.4.18%
Top 10 Concentration: 54.91%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.40%
Frequency
Annually
Latest Distribution
$0.50
-

Peer Comparison

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

RYVAX Mutual Fund Overview

RYVAX Mutual Fund (Rydex Energy Services Fund Class H) is managed by Rydex Funds with $435,734.61 in net assets. RYVAX expense ratio is 1.62%, holding 30 positions across sectors including Energy, Industrials, Utilities. Inception date: 1998-04-02.

RYVAX performance shows a YTD return of 37.25%. The 1-year return is 63.54% and the 5-year return is 13.35%. RYVAX dividend yield stands at 0.40%, paid annually.

RYVAX top holdings include Schlumberger Nv. (11.4%), Baker Hughes Co (10.4%), Halliburton Co. (7.0%), Kodiak Gas Services Inccommon Stock (4.3%), Archrock, Inc. (4.2%). Go to all RYVAX holdings, RYVAX sectors, or RYVAX dividends.

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