Guggenheim Styleplus Fund Quote
| SUFCX Fund | USD 13.31 0.03 0.23% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Guggenheim Styleplus is trading at 13.31 as of the 18th of January 2025; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 13.28. Guggenheim Styleplus has about a 21 % 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. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
Under normal circumstances, the fund pursues its objective by investing at least 80 percent of its assets in Mid-capitalization securities that the Adviser considers having growth characteristics. The fund manager defines growth as investments having what the Adviser believes to be above-average growth rates as compared to their industry or the overall market. More on Guggenheim Styleplus
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Guggenheim Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Styleplus [SUFCX] is traded in USA and was established 18th of January 2025. Guggenheim Styleplus is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Guggenheim Investments family. This fund at this time has accumulated 68.65 M in assets with no minimum investment requirementsGuggenheim Styleplus is currently producing year-to-date (YTD) return of 0.63% with the current yeild of 0.07%, while the total return for the last 3 years was 4.14%.
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
| LDOS | Leidos Holdings | Stock | Information Technology | |
| OKE | ONEOK Inc | Stock | Energy | |
| CHE | Chemed Corp | Stock | Health Care | |
| CNC | Centene Corp | Stock | Health Care | |
| RYIFX | Guggenheim Managed Futures | Mutual Fund | Systematic Trend | |
| ROK | Rockwell Automation | Stock | Industrials | |
| PH | Parker Hannifin | Stock | Industrials | |
| POOL | Pool Corporation | Stock | Consumer Discretionary |
Guggenheim Styleplus Risk Profiles
| Mean Deviation | 0.6954 | |||
| Semi Deviation | 0.9469 | |||
| Standard Deviation | 0.9871 | |||
| Variance | 0.9744 |
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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