Guggenheim Long Short Fund Quote
| RYSRX Fund | USD 22.00 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Guggenheim Long is trading at 22.00 as of the 2nd of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 22.0. Guggenheim Long has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of July 2024 and ending today, the 2nd of January 2025. Click here to learn more.
The fund pursues its objective by investing, under normal market conditions, at least 80 percent of its assets in long and short positions of domestic equity securities or equity-related instruments, including swaps and other derivatives that provide long or short exposure to domestic equity securities. More on Guggenheim Long Short
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Guggenheim Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Guggenheim Long Short [RYSRX] is traded in USA and was established 2nd of January 2025. Guggenheim Long is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Guggenheim Investments family. This fund at this time has accumulated 15.8 M in assets with no minimum investment requirementsGuggenheim Long Short is currently producing year-to-date (YTD) return of 8.32% with the current yeild of 0.0%, while the total return for the last 3 years was 3.38%.
Check Guggenheim Long 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 Long Short 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 Long Short Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| AMGN | Amgen Inc | Stock | Health Care | |
| HPQ | HP Inc | Stock | Information Technology | |
| UNP | Union Pacific | Stock | Industrials | |
| KMB | Kimberly Clark | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| RBC | RBC Bearings Incorporated | Stock | Industrials |
Guggenheim Long Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Long 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 Long security.
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