RYDKX Mutual Fund

RYDKX Mutual Fund (Dow Jones Industrial Average Fund Class C) is managed by Rydex Funds with $2.7M in net assets. RYDKX expense ratio is 2.35%, holding 38 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-12-01.

RYDKX performance shows a YTD return of 4.63%. The 1-year return is 9.06% and the 5-year return is 7.84%. RYDKX dividend yield stands at 0.22%, paid annually.

RYDKX top holdings include Goldman Sachs Group Inc/The (10.7%), Caterpillar, Inc. (8.6%), Microsoft Corp (4.9%), Unitedhealth Group Incorporated (4.3%), Amgen Inc. (4.0%). Go to all RYDKX holdings, RYDKX sectors, or RYDKX dividends.

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