Rydex Financial Services Inv (RYFIX) Research

This fund primarily dedicates at least 80% of its net assets to equity investments in financial services companies whose shares are traded within the United States. It also strategically employs derivative instruments, mainly consisting of futures contracts and options that reference individual securities, other futures, or broader stock market indices. A significant portion of its holdings may be directed toward financial services firms with small to mid-sized market capitalizations. Additionally, the fund has the flexibility to acquire American Depositary Receipts (ADRs) to gain exposure to international financial services entities and can invest in U.S. government debt obligations.

Market snapshot

Symbol
RYFIX
Price
$105.84
Day change
-0.47%
Market cap
$11.6M
52-week range
94.32-109.06
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Ashmore Emerging Markets Active Equity Fund - Class A (EMQAX)
  • Ashmore Emerging Markets Active Equity Fund - Institutional Class (EMQIX)
  • First Trust/Confluence Small Cap Value Fund (FOVAX)
  • Rydex Energy Inv (RYEIX)
  • Rydex Government Long Bd 1.2x Strat H (RYHBX)
  • Rydex Leisure Fund Class C (RYLCX)
  • Rydex Leisure Fund Class Investor (RYLIX)
  • Rydex Telecommunications Inv (RYMIX)

Open Rydex Financial Services Inv (RYFIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.