Guggenheim Rbp Large Cap Fund Quote
| TVVAX Fund | USD 11.16 0.00 0.00% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Guggenheim Rbp is trading at 11.16 as of the 25th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 11.16. Guggenheim Rbp 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 Rbp Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, in securities of large-capitalization companies that comprise the index at the time of initial purchase. The index consists of common stock of companies, and units of beneficial ownership in real estate investment trusts , in the Dow Jones U.S. More on Guggenheim Rbp Large Cap
Moving together with Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Value Funds, Large Value, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 24th of May 2023 |
| Fiscal Year End | September |
Guggenheim Rbp Large Cap [TVVAX] is traded in USA and was established 25th of November 2024. Guggenheim Rbp 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 at this time has accumulated 4.18 M in assets with minimum initial investment of 2.5 K. Guggenheim Rbp Large is currently producing year-to-date (YTD) return of 17.11% with the current yeild of 0.01%, while the total return for the last 3 years was 5.32%.
Check Guggenheim Rbp 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 Rbp 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 Rbp Large Cap Mutual Fund Constituents
| AVY | Avery Dennison Corp | Stock | Materials | |
| CVX | Chevron Corp | Stock | Energy | |
| LYB | LyondellBasell Industries NV | Stock | Materials | |
| HBAN | Huntington Bancshares Incorporated | Stock | Financials | |
| ALSN | Allison Transmission Holdings | Stock | Industrials | |
| C | Citigroup | Stock | Financials | |
| FITB | Fifth Third Bancorp | Stock | Financials | |
| DAL | Delta Air Lines | Stock | Industrials |
Guggenheim Rbp Large Risk Profiles
| Mean Deviation | 0.3457 | |||
| Semi Deviation | 0.2447 | |||
| Standard Deviation | 0.4747 | |||
| Variance | 0.2253 |
Guggenheim Rbp Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Rbp 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 Rbp security.
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