Financial Services Fund

Financial Services Fund is a registered fund series of Rydex Variable Trust (series S000003716). Net assets $8.4M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Berkshire Hathaway Inc.BRK/B$269K321.19%
Berkshire Hathaway Inc.BRK/B$269K321.19%
Berkshire Hathaway Inc.BRK/B$269K321.19%
Berkshire Hathaway Inc.$269K321.19%
JPMorgan Chase & Co.$245K293.11%
JPMorgan Chase & Co.JPM$245K293.11%
JPMorgan Chase & Co.JPM$245K293.11%
JPMorgan Chase & Co.JPM$245K293.11%
Visa IncV$206K246.27%
Visa IncV$206K246.27%
Visa Inc$206K246.27%
Visa IncV$206K246.27%
MasterCard IncorporatedMA$174K207.75%
MasterCard Incorporated$174K207.75%
MasterCard IncorporatedMA$174K207.75%

Net asset history

Report dateNet assets
2026-03-31$8.4M
2025-12-31$11.2M
2025-09-30$11.5M
2025-06-30$11.3M
2025-03-31$11.0M
2024-12-31$11.6M
2024-09-30$12.4M
2024-06-30$9.7M

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