Dow 2x Strategy FundRYLDX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$35.8M
Expense ratio
1.77%
1-year return
+14.2%
3 years, a year
+17.9%
5 years, a year
+9.6%
Holdings
36
What it aims to do.
The Fund seeks to provide investment results that match, before fees and expenses, the performance of a specific benchmark on a daily basis. The Funds current benchmark is 200% of the performance of the Dow Jones Industrial Average (the underlying index). The Fund does not seek to achieve its investment objective over a period of time greater than one day.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GS Goldman Sachs Group, Inc. | 9.17% |
| CAT Caterpillar Inc | 7.68% |
| JOBY Merrill Lynch, Pierce, Fenner & Smith Incorporated | 4.17% |
| MSFT Microsoft Corp. | 4.01% |
| AMGN Amgen Inc. | 3.81% |
| HD Home Depot Inc. | 3.56% |
| SHW The Sherwin-Williams Company | 3.47% |
| MCD McDonald's Corp. | 3.37% |
| AXP American Express Company | 3.28% |
| V Visa Inc | 3.28% |
More on RYLDX.
- RYLDX overview
- RYLDX holdings
- RYLDX risk
- RYLDX costs
- RYLDX money in and out
- RYLDX share classes
- Compare RYLDX 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.