Financial Services FundRYFNX
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$7.4M
Expense ratio
—
1-year return
+1.8%
3 years, a year
+14.2%
5 years, a year
+7.0%
Holdings
158
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BRK-B Berkshire Hathaway Inc. | 3.21% |
| JPM JPMorgan Chase & Co. | 2.93% |
| V Visa Inc | 2.46% |
| MA MasterCard Incorporated | 2.08% |
| BAC Bank of America Corp. | 1.89% |
| GS Goldman Sachs Group, Inc. | 1.74% |
| WFC Wells Fargo & Co. | 1.66% |
| C Citigroup Inc. | 1.51% |
| MS Morgan Stanley | 1.50% |
| SCHW The Charles Schwab Corporation | 1.31% |
More on RYFNX.
- RYFNX overview
- RYFNX holdings
- RYFNX risk
- RYFNX costs
- RYFNX money in and out
- RYFNX share classes
- Compare RYFNX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.