Guggenheim World Equity Fund Quote

SEQPX Fund  USD 17.63  0.02  0.11%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Guggenheim World is trading at 17.63 as of the 22nd of November 2024; that is 0.11% increase since the beginning of the trading day. The fund's open price was 17.61. Guggenheim World has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guggenheim World Equity 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 will invest at least 80 percent of its assets in equity securities. Guggenheim World is traded on NASDAQ Exchange in the United States. More on Guggenheim World Equity

Moving together with Guggenheim Mutual Fund

  0.71DOXWX Dodge Cox GlobalPairCorr
  0.7TRZRX T Rowe PricePairCorr

Moving against Guggenheim Mutual Fund

  0.63PFHCX Pacific Funds SmallPairCorr
  0.41PG Procter GamblePairCorr

Guggenheim Mutual Fund Highlights

Fund ConcentrationWorld Large-Stock Value, Guggenheim Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of May 2023
Fiscal Year EndSeptember
Guggenheim World Equity [SEQPX] is traded in USA and was established 22nd of November 2024. The fund is listed under World Large-Stock Value category and is part of Guggenheim Investments family. This fund at this time has accumulated 46.12 M in assets with no minimum investment requirementsGuggenheim World Equity is currently producing year-to-date (YTD) return of 15.33% with the current yeild of 0.02%, while the total return for the last 3 years was 5.88%.
Check Guggenheim World Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim World Equity Mutual Fund Constituents

ROGRogersStockInformation Technology
GOOGAlphabet Inc Class CStockCommunication Services
PGProcter GambleStockConsumer Staples
JNJJohnson JohnsonStockHealth Care
VZVerizon CommunicationsStockCommunication Services
PEPPepsiCoStockConsumer Staples
ACNAccenture plcStockInformation Technology
XOMExxon Mobil CorpStockEnergy
More Details

Guggenheim World Equity Risk Profiles

Guggenheim World Against Markets

Other Information on Investing in Guggenheim Mutual Fund

Guggenheim World 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 World security.
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