RYWZX — Inverse Emerging Markets 2x Strategy Fund

Data updated: 2026-06-15

RYWZX — Inverse Emerging Markets 2x Strategy Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Inverse / Short · $261.16K AUM · 2.51% expense ratio · -43.1% 1-yr return. From SEC regulatory filings.

RYWZX Fund Overview

RYWZX — Inverse Emerging Markets 2x Strategy Fund is a US mutual fund managed by Rydex Series Funds, categorised as Inverse / Short. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Rydex Series Funds
  • Category: Inverse / Short
  • Assets under management: $261.16K
  • 1-year return: -43.1%
  • Ticker: RYWZX
  • SEC CIK: 0000899148
  • SEC series ID: S000018292
  • Share class ID: C000050426

RYWZX Holdings

Top 4 holdings of Inverse Emerging Markets 2x Strategy Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
J.p. Morgan Securities LLC22.96%
Merrill Lynch, Pierce, Fenner & Smith Incorporated20.87%
Dreyfus Treasury Obligations Cash Management5.41%
Bnp Paribas0.55%

View all RYWZX holdings

RYWZX Portfolio Allocation

Asset-class allocation of Inverse Emerging Markets 2x Strategy Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Cash & Equivalents49.2%

RYWZX Performance

Total returns for RYWZX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD-2.6%
1 year-43.1%
3 years (annualised)-30.6%
5 years (annualised)-18.7%

RYWZX Risk Information

Risk metrics for RYWZX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 33.5%

RYWZX Costs and Fees

RYWZX costs about $251 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 2.51%
  • Gross expense ratio: 2.59%
  • Portfolio turnover: 0%
  • Brokerage commissions: 0.16 bps of average net assets (SEC N-CEN)

RYWZX Cashflows

Over the 12 months to 2026-03, Inverse Emerging Markets 2x Strategy Fund had net inflows of $134.16K, from monthly SEC N-PORT filings.

MonthNet flow
2026-03$168.31K
2026-02−$241.63K
2026-01$78.61K
2025-12−$288.09K
2025-11−$401.15K
2025-10$778.39K

RYWZX Debt Constituents

No individual debt constituents are reported in Inverse Emerging Markets 2x Strategy Fund's latest SEC N-PORT filing.

RYWZX Prospectus and SEC Filings

Official Inverse Emerging Markets 2x Strategy Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Inverse / Short funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.