Guggenheim World Equity Fund Quote

SEWIX Fund  USD 16.29  0.07  0.43%   

Performance

Insignificant

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Guggenheim World is trading at 16.29 as of the 22nd of March 2025; that is 0.43 percent decrease since the beginning of the trading day. The fund's open price was 16.36. Guggenheim World 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund will invest at least 80 percent of its assets in equity securities. Guggenheim World is traded on NASDAQ Exchange in the United States. More on Guggenheim World Equity

Guggenheim Mutual Fund Highlights

Fund ConcentrationGuggenheim Investments Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Guggenheim Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date26th of May 2023
Fiscal Year EndSeptember
Guggenheim World Equity [SEWIX] is traded in USA and was established 22nd of March 2025. Guggenheim World is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Guggenheim Investments family. This fund at this time has accumulated 46.12 M in assets with minimum initial investment of 2 M. Guggenheim World Equity is currently producing year-to-date (YTD) return of 2.14% with the current yeild of 0.02%, while the total return for the last 3 years was 8.08%.
Check Guggenheim World Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim World Equity Mutual Fund Constituents

CCitigroupStockFinancials
WFCWells FargoStockFinancials
RHHVFRoche Holding AGOTC StockDrug Manufacturers—General
AMZNAmazon IncStockConsumer Discretionary
TATT IncStockCommunication Services
MCDMcDonaldsStockConsumer Discretionary
MRKMerck CompanyStockHealth Care
AVGOBroadcomStockInformation Technology
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Guggenheim World Top Holders

GUDPXGuggenheim Diversified IncomeMutual FundAllocation--30% to 50% Equity
GUDAXGuggenheim Diversified IncomeMutual FundAllocation--30% to 50% Equity
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Guggenheim World Equity Risk Profiles

Guggenheim World Against Markets

Other Information on Investing in Guggenheim Mutual Fund

Guggenheim World 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 World security.
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