Guggenheim Small Cap Fund Quote
| SSVCX Fund | USD 14.15 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Guggenheim Small is trading at 14.15 as of the 29th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 14.15. Guggenheim Small 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. Equity ratings for Guggenheim Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of equity securities, which include common stocks, rights, options, warrants, convertible debt securities, and American Depositary Receipts , that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 2000 Value Index.. More on Guggenheim Small Cap
Moving against Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Funds, Small Value Funds, Small Value, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Small Cap [SSVCX] is traded in USA and was established 29th of November 2024. Guggenheim Small is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Guggenheim Investments family. This fund at this time has accumulated 6.36 M in assets with no minimum investment requirementsGuggenheim Small Cap is currently producing year-to-date (YTD) return of 0.93% with the current yeild of 0.0%, while the total return for the last 3 years was 3.2%.
Check Guggenheim Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| SR | Spire Inc | Stock | Utilities | |
| LXP | LXP Industrial Trust | Stock | Real Estate | |
| CATY | Cathay General Bancorp | Stock | Financials | |
| WTFC | Wintrust Financial | Stock | Financials | |
| OC | Owens Corning | Stock | Industrials | |
| SANM | Sanmina | Stock | Information Technology | |
| AXS | AXIS Capital Holdings | Stock | Financials | |
| FULT | Fulton Financial | Stock | Financials |
Guggenheim Small Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Small 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 Small security.
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