Guggenheim Large Cap Fund Quote
| GILCX Fund | USD 49.37 0.54 1.11% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Guggenheim Large is trading at 49.37 as of the 22nd of November 2024; that is 1.11 percent up since the beginning of the trading day. The fund's open price was 48.83. Guggenheim Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Guggenheim Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities, which include common stocks, rights, options, warrants, convertible debt securities of both U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts , of companies that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 1000 Value Index.. More on Guggenheim Large Cap
Moving together with Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Funds, Large Value Funds, Large Value, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Large Cap [GILCX] is traded in USA and was established 22nd of November 2024. Guggenheim Large is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Guggenheim Investments family. This fund currently has accumulated 37.75 M in assets under management (AUM) with minimum initial investment of 2 M. Guggenheim Large Cap is currently producing year-to-date (YTD) return of 17.52% with the current yeild of 0.03%, while the total return for the last 3 years was 8.55%.
Check Guggenheim Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guggenheim Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guggenheim Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guggenheim Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guggenheim Large Cap Mutual Fund Constituents
| MRK | Merck Company | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| WFC | Wells Fargo | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MU | Micron Technology | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Guggenheim Large Cap Risk Profiles
| Mean Deviation | 0.5089 | |||
| Semi Deviation | 0.348 | |||
| Standard Deviation | 0.6657 | |||
| Variance | 0.4432 |
Guggenheim Large Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Large 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 Large security.
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