Guggenheim Mid Financials
| SEVSX Fund | USD 26.09 0.01 0.04% |
Guggenheim |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Guggenheim Mid Fund Summary
Guggenheim Mid competes with Vanguard Small-cap, Boston Partners, American Century, Royce Opportunity, and Columbia Small. Under normal circumstances, the fund pursues its objective by investing at least 80 percent of its assets in Small- and Mid-capitalization securities that the Adviser considers having value characteristics. The fund manager defines value as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts .Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US40168W7801 |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
Guggenheim Mid Key Financial Ratios
Guggenheim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Mid's current stock value. Our valuation model uses many indicators to compare Guggenheim Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Mid competition to find correlations between indicators driving Guggenheim Mid's intrinsic value. More Info.Guggenheim Mid Cap is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Guggenheim Mid Cap is roughly 11.91 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Guggenheim Mid's earnings, one of the primary drivers of an investment's value.Guggenheim Mid Cap Systematic Risk
Guggenheim Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Guggenheim Mid Cap correlated with the market. If Beta is less than 0 Guggenheim Mid generally moves in the opposite direction as compared to the market. If Guggenheim Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Mid is generally in the same direction as the market. If Beta > 1 Guggenheim Mid moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Mid November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Guggenheim Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Guggenheim Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8542 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 5.4 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.68 |
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Mid financial ratios help investors to determine whether Guggenheim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guggenheim with respect to the benefits of owning Guggenheim Mid security.
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