Guggenheim Risk Managed Fund Quote

GURCX Fund  USD 34.85  0.19  0.55%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Guggenheim Risk is trading at 34.85 as of the 29th of November 2024; that is 0.55 percent up since the beginning of the trading day. The fund's open price was 34.66. Guggenheim Risk 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 Risk Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund pursues its investment objective by investing, under normal circumstances, at least 80 percent of its assets in long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts and equity-like securities, including individual securities, exchange-traded funds and derivatives, giving exposure to issuers primarily engaged in the real estate industry.. More on Guggenheim Risk Managed

Moving together with Guggenheim Mutual Fund

  0.73DX Dynex CapitalPairCorr
  0.77HR Healthcare Realty TrustPairCorr

Moving against Guggenheim Mutual Fund

  0.4PW Power REITPairCorr

Guggenheim Mutual Fund Highlights

Fund ConcentrationGuggenheim Investments Funds, Large Funds, Real Estate Funds, Real Estate, Guggenheim Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of May 2023
Fiscal Year EndSeptember
Guggenheim Risk Managed [GURCX] is traded in USA and was established 29th of November 2024. Guggenheim Risk is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Guggenheim Investments family. This fund currently has accumulated 397.68 M in assets under management (AUM) with no minimum investment requirementsGuggenheim Risk Managed is currently producing year-to-date (YTD) return of 9.88% with the current yeild of 0.02%, while the total return for the last 3 years was -0.42%.
Check Guggenheim Risk Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim Risk Managed Mutual Fund Constituents

REGRegency CentersStockReal Estate
ORealty IncomeStockReal Estate
HSTHost Hotels ResortsStockReal Estate
IYRiShares Real EstateEtfReal Estate
FRTFederal Realty InvestmentStockReal Estate
PLDPrologisStockReal Estate
INVHInvitation HomesStockReal Estate
PSAPublic StorageStockReal Estate
More Details

Guggenheim Risk Managed Risk Profiles

Guggenheim Risk Against Markets

Other Information on Investing in Guggenheim Mutual Fund

Guggenheim Risk 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 Risk security.
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