Guggenheim Styleplus Financials
| SFEPX Fund | USD 25.17 0.11 0.44% |
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 Styleplus Fund Summary
Guggenheim Styleplus competes with Guggenheim Styleplus, Harbor Large, Guggenheim Styleplus, Siit Dynamic, and Guggenheim Styleplus. Under normal circumstances, the fund pursues its objective by investing at least 80 percent of its assets in large-capitalization securities that the Adviser considers having core characteristics. The fund manager defines core as investments that typically represent a balance between value and growth investing. The fund will primarily invest in equity securities, including common stocks, REITs, options, warrants, convertible debt securities of U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts .Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Guggenheim Investments |
| Mutual Fund Family | Guggenheim Investments |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 820 0888 |
| Currency | USD - US Dollar |
Guggenheim Styleplus Key Financial Ratios
Guggenheim Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Styleplus's current stock value. Our valuation model uses many indicators to compare Guggenheim Styleplus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Styleplus competition to find correlations between indicators driving Guggenheim Styleplus's intrinsic value. More Info.Guggenheim Styleplus is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Guggenheim Styleplus is roughly 6.98 . 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 Styleplus' earnings, one of the primary drivers of an investment's value.Guggenheim Styleplus Systematic Risk
Guggenheim Styleplus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Guggenheim Styleplus 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Guggenheim Styleplus correlated with the market. If Beta is less than 0 Guggenheim Styleplus generally moves in the opposite direction as compared to the market. If Guggenheim Styleplus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Guggenheim Styleplus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Guggenheim Styleplus is generally in the same direction as the market. If Beta > 1 Guggenheim Styleplus moves generally in the same direction as, but more than the movement of the benchmark.
Guggenheim Styleplus November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Guggenheim Styleplus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Guggenheim Styleplus . We use our internally-developed statistical techniques to arrive at the intrinsic value of Guggenheim Styleplus 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 Styleplus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8041 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.96 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.15 |
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Styleplus 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 Styleplus security.
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