Financial Services Fund

Financial Services Fund is a registered fund series of Rydex Series Funds (series S000003807). Net assets $7.4M 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$238K321.49%
Berkshire Hathaway Inc.BRK/B$238K321.49%
Berkshire Hathaway Inc.$238K321.49%
JPMorgan Chase & Co.JPM$217K293.24%
JPMorgan Chase & Co.$217K293.24%
JPMorgan Chase & Co.JPM$217K293.24%
Visa Inc$182K246.10%
Visa IncV$182K246.10%
Visa IncV$182K246.10%
MasterCard Incorporated$153K207.48%
MasterCard IncorporatedMA$153K207.48%
MasterCard IncorporatedMA$153K207.48%
Bank of America Corp.BAC$140K189.38%
Bank of America Corp.$140K189.38%
Bank of America Corp.BAC$140K189.38%

Net asset history

Report dateNet assets
2026-03-31$7.4M
2025-12-31$11.7M
2025-09-30$14.1M
2025-06-30$31.7M
2025-03-31$30.4M
2024-12-31$18.5M
2024-09-30$16.5M
2024-06-30$12.6M

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