Guggenheim Styleplus Fund Quote
| SFEPX Fund | USD 25.17 0.11 0.44% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Guggenheim Styleplus is trading at 25.17 as of the 26th of November 2024; that is 0.44% increase since the beginning of the trading day. The fund's open price was 25.06. Guggenheim Styleplus has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Guggenheim Styleplus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. More on Guggenheim Styleplus
Moving together with Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Blend Funds, Large Blend, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Styleplus [SFEPX] is traded in USA and was established 26th of November 2024. Guggenheim Styleplus is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Guggenheim Investments family. This fund at this time has accumulated 219.37 M in assets with no minimum investment requirementsGuggenheim Styleplus is currently producing year-to-date (YTD) return of 26.95% with the current yeild of 0.02%, while the total return for the last 3 years was 8.87%.
Check Guggenheim Styleplus 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 Styleplus 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 Styleplus Mutual Fund Constituents
| GILHX | Guggenheim Limited Duration | Mutual Fund | Short-Term Bond | |
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| SPY | SPDR SP 500 | Etf | Large Blend | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology |
Guggenheim Styleplus Risk Profiles
| Mean Deviation | 0.5594 | |||
| Semi Deviation | 0.668 | |||
| Standard Deviation | 0.7782 | |||
| Variance | 0.6057 |
Guggenheim Styleplus Against Markets
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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| Fundamental Analysis View fundamental data based on most recent published financial statements |