Guggenheim Styleplus Fund Quote
| SEUPX Fund | USD 34.19 0.26 0.75% |
PerformanceVery Weak
| Odds Of DistressLow
|
Guggenheim Styleplus is trading at 34.19 as of the 21st of March 2025; that is 0.75% down since the beginning of the trading day. The fund's open price was 34.45. Guggenheim Styleplus has about a 23 % 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 21st of December 2024 and ending today, the 21st of March 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
Moving against Guggenheim Mutual Fund
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 March 2025 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Styleplus [SEUPX] is traded in USA and was established 21st of March 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 0.11% with the current yeild of 0.02%, while the total return for the last 3 years was 7.89%.
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 | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| CLX | The Clorox | Stock | Consumer Staples | |
| ROP | Roper Technologies, | Stock | Industrials | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| WAT | Waters | Stock | Health Care | |
| ADI | Analog Devices | Stock | Information Technology | |
| MOH | Molina Healthcare | Stock | Health Care |
Guggenheim Styleplus Risk Profiles
| Mean Deviation | 0.9417 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.47 | |||
| Risk Adjusted Performance | (0.12) |
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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