Guggenheim World Equity Fund Quote
| SFGCX Fund | USD 14.35 0.06 0.42% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Guggenheim World is trading at 14.35 as of the 11th of December 2024; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 14.41. 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 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in equity securities. The advisor intends to invest in higher dividend-yielding equity securities. It is not limited in the percentage of assets it may invest in securities listed, traded or dealt in any one country, region or geographic area and it may invest in a number of countries throughout the world, including emerging markets. More on Guggenheim World Equity
Moving together with Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Guggenheim Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim World Equity [SFGCX] is traded in USA and was established 11th of December 2024. 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 no minimum investment requirementsGuggenheim World Equity is currently producing year-to-date (YTD) return of 16.52% with the current yeild of 0.01%, while the total return for the last 3 years was 6.63%.
Check Guggenheim World 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 World Equity 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 World Equity Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| HON | Honeywell International | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology |
Guggenheim World Equity Risk Profiles
| Mean Deviation | 0.3719 | |||
| Semi Deviation | 0.2912 | |||
| Standard Deviation | 0.4611 | |||
| Variance | 0.2126 |
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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