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RYDEX SERIES FUNDS

CIK: 0000899148 Equity
Report date: 2026-06-01
AUM $161M
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-01

Holdings

From latest SEC N-PORT filing · US-listed stocks only

48 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 RGTI Rigetti Computing Inc Since 2026-07-07 76655K103 Equity (Common)
0.48%
$0.77 54,744
2 ENPH Enphase Energy Inc Since 2026-07-07 29355A107 Equity (Common)
0.49%
$0.79 20,847
3 NVMI Nova Ltd Since 2026-07-07 Equity (Common)
0.90%
$1.45 3,343
4 MXL Maxlinear Inc Since 2026-07-07 57776J100 Equity (Common)
0.29%
$0.47 26,761
5 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
8.62%
$13.90 44,908
6 FSLR First Solar Inc Since 2026-07-07 336433107 Equity (Common)
1.06%
$1.71 8,647
7 PLAB Photronics Inc. Since 2026-07-07 719405102 Equity (Common)
0.40%
$0.64 15,928
8 SYNA Synaptics Incorporated Since 2026-07-07 87157D109 Equity (Common)
0.38%
$0.61 8,647
9 AMBA Ambarella Inc Since 2026-07-07 Equity (Common)
0.34%
$0.55 10,705
10 MCHP Microchip Technology Incorporated Since 2026-07-07 595017104 Equity (Common)
1.43%
$2.30 35,666
11 RMBS Rambus Inc. Since 2026-07-07 750917106 Equity (Common)
0.71%
$1.14 13,292
12 ADI Analog Devices Inc. Since 2026-07-07 032654105 Equity (Common)
3.03%
$4.89 15,382
13 AMKR Amkor Technology, Inc. Since 2026-07-07 031652100 Equity (Common)
0.60%
$0.97 21,586
14 SLAB Silicon Laboratories, Inc. Since 2026-07-07 826919102 Equity (Common)
0.62%
$0.99 4,774
15 ASML ASML Holding N.V. Since 2026-07-07 Equity (Common)
1.59%
$2.57 1,945
16 LSCC Lattice Semiconductor Corporation Since 2026-07-07 518415104 Equity (Common)
0.88%
$1.42 15,334
17 AMAT Applied Materials Inc. Since 2026-07-07 038222105 Equity (Common)
3.96%
$6.39 18,709
18 ACLS Axcelis Technologies Inc. Since 2026-07-07 054540208 Equity (Common)
0.41%
$0.67 7,169
19 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC Since 2026-07-07 55405Y100 Equity (Common)
0.94%
$1.51 6,799
20 ACMR Acm Research Inc Since 2026-07-07 00108J109 Equity (Common)
0.33%
$0.54 13,726
21 QRVO Qorvo Inc Since 2026-07-07 74736K101 Equity (Common)
0.59%
$0.96 12,376
22 Q Qnity Electronics Inc. Since 2026-07-07 74743L100 Equity (Common)
1.19%
$1.92 16,668
23 PENG Penguin Solutions Inc Since 2026-07-07 706915105 Equity (Common)
0.22%
$0.36 20,525
24 INTC Intel Corporation Since 2026-07-07 458140100 Equity (Common)
3.20%
$5.17 117,106
25 AMD Advanced Micro Devices Inc. Since 2026-07-07 007903107 Equity (Common)
4.41%
$7.11 34,942
26 SWKS Skyworks Solutions, Inc. Since 2026-07-07 83088M102 Equity (Common)
0.66%
$1.06 19,754
27 POWI Power Integrations Inc. Since 2026-07-07 739276103 Equity (Common)
0.41%
$0.67 13,019
28 ONTO Onto Innovation Inc. Since 2026-07-07 683344105 Equity (Common)
0.80%
$1.29 6,317
29 FORM Formfactor Inc Since 2026-07-07 346375108 Equity (Common)
0.69%
$1.11 11,412
30 MRVL Marvell Technology Inc Since 2026-07-07 573874104 Equity (Common)
2.36%
$3.80 38,350
31 CRDO Credo Technology Group Holding Ltd Since 2026-07-07 Equity (Common)
0.86%
$1.39 14,819
32 GFS Globalfoundries Inc Since 2026-07-07 Equity (Common)
0.54%
$0.87 19,641
33 TER Teradyne Inc. Since 2026-07-07 880770102 Equity (Common)
1.67%
$2.69 9,081
34 LRCX Lam Research Corporation Since 2026-07-07 512807306 Equity (Common)
3.95%
$6.38 29,847
35 CRUS Cirrus Logic, Inc. Since 2026-07-07 172755100 Equity (Common)
0.67%
$1.08 7,490
36 VECO Veeco Instruments Inc. Since 2026-07-07 922417100 Equity (Common)
0.35%
$0.56 16,475
37 SEDG Solaredge Technologies Inc Since 2026-07-07 83417M104 Equity (Common)
1.18%
$1.90 37,209
38 KLIC KULICKE AND SOFFA INDUSTRIES INC Since 2026-07-07 501242101 Equity (Common)
0.81%
$1.30 19,770
39 CSIQ Canadian Solar Inc Since 2026-07-07 136635109 Equity (Common)
0.59%
$0.96 69,194
40 ENTG Entegris Inc Since 2026-07-07 29362U104 Equity (Common)
1.05%
$1.69 14,433
41 PI Impinj Inc Since 2026-07-07 453204109 Equity (Common)
0.44%
$0.71 6,927
42 DIOD Diodes Incorporated Since 2026-07-07 254543101 Equity (Common)
0.44%
$0.70 10,335
43 MU Micron Technology Inc. Since 2026-07-07 595112103 Equity (Common)
4.25%
$6.85 20,268
44 SMTC Semtech Corporation Since 2026-07-07 816850101 Equity (Common)
0.61%
$0.98 12,778
45 ALGM Allegro MicroSystems Inc Since 2026-07-07 01749D105 Equity (Common)
0.48%
$0.78 24,575
46 ALAB Astera Labs Inc Since 2026-07-07 04626A103 Equity (Common)
0.93%
$1.49 13,614
47 MKSI MKS Inc. Since 2026-07-07 55306N104 Equity (Common)
0.98%
$1.58 6,879
48 MPWR Monolithic Power Systems Inc. Since 2026-07-07 609839105 Equity (Common)
1.77%
$2.85 2,604
Frequently Asked Questions — RYDEX SERIES FUNDS
What type of mutual fund is RYDEX SERIES FUNDS?
RYDEX SERIES FUNDS is a SEC-registered Equity fund, with $161M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, RYDEX SERIES FUNDS holds 48 portfolio positions, all detailed in the holdings table on this page.
What are RYDEX SERIES FUNDS's assets under management (AUM)?
RYDEX SERIES FUNDS has $161M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are RYDEX SERIES FUNDS's top holdings?
According to RYDEX SERIES FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Rigetti Computing Inc, Enphase Energy Inc, Nova Ltd , among others. The complete list of all 48 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is RYDEX SERIES FUNDS's expense ratio?
Expense ratio data for RYDEX SERIES FUNDS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find RYDEX SERIES FUNDS's SEC filings?
RYDEX SERIES FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000899148. You can access all of RYDEX SERIES FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000899148). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is RYDEX SERIES FUNDS's holdings data on StockSifting?
Holdings data for RYDEX SERIES FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.