Guggenheim Styleplus Fund Quote

SECEX Fund  USD 22.16  0.20  0.89%   

Performance

16 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Guggenheim Styleplus is trading at 22.16 as of the 28th of March 2024; that is -0.89 percent decrease since the beginning of the trading day. The fund's open price was 22.36. Guggenheim Styleplus has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Guggenheim Styleplus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund seeks to exceed the total return of the SP 500 Index. It pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities issued by companies that have market capitalizations within the range of companies in the index investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index and equity derivatives.. More on Guggenheim Styleplus

Moving together with Guggenheim Mutual Fund

  0.98STFGX State Farm GrowthPairCorr
  1.0TVRCX Guggenheim DirectionalPairCorr
  1.0TVRAX Guggenheim DirectionalPairCorr
  1.0TVRIX Guggenheim DirectionalPairCorr
  0.98TVVFX Guggenheim Rbp Large-capPairCorr

Guggenheim Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Guggenheim Styleplus' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Guggenheim Styleplus or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationGuggenheim Investments Funds, Large Blend Funds, Large Blend, Guggenheim Investments (View all Sectors)
Update Date31st of March 2024
Guggenheim Styleplus [SECEX] is traded in USA and was established 28th of March 2024. Guggenheim Styleplus is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Guggenheim Investments family. This fund at this time has accumulated 226.17 M in assets with no minimum investment requirementsGuggenheim Styleplus is currently producing year-to-date (YTD) return of 10.16% with the current yeild of 0.02%, while the total return for the last 3 years was 10.39%.
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

CSCOCisco SystemsStockInformation Technology
MRKMerck CompanyStockHealth Care
GILHXGuggenheim Limited DurationMutual FundShort-Term Bond
AMZNAmazon IncStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
SPYSPDR SP 500EtfLarge Blend
RYIFXGuggenheim Managed FuturesMutual FundSystematic Trend
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Guggenheim Styleplus Target Price Odds Analysis

Based on a normal probability distribution, the odds of Guggenheim Styleplus jumping above the current price in 90 days from now is about 6.34%. The Guggenheim Styleplus probability density function shows the probability of Guggenheim Styleplus mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Guggenheim Styleplus has a beta of -0.0574. This usually implies as returns on benchmark increase, returns on holding Guggenheim Styleplus are expected to decrease at a much lower rate. During the bear market, however, Guggenheim Styleplus is likely to outperform the market. Additionally, guggenheim Styleplus has an alpha of 0.1656, implying that it can generate a 0.17 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 22.16HorizonTargetOdds Above 22.16
93.56%90 days
 22.16 
6.34%
Based on a normal probability distribution, the odds of Guggenheim Styleplus to move above the current price in 90 days from now is about 6.34 (This Guggenheim Styleplus probability density function shows the probability of Guggenheim Mutual Fund to fall within a particular range of prices over 90 days) .

Guggenheim Styleplus Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Guggenheim Styleplus market risk premium is the additional return an investor will receive from holding Guggenheim Styleplus long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Guggenheim Styleplus. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Guggenheim Styleplus' alpha and beta are two of the key measurements used to evaluate Guggenheim Styleplus' performance over the market, the standard measures of volatility play an important role as well.

Guggenheim Styleplus Against Markets

Picking the right benchmark for Guggenheim Styleplus mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Guggenheim Styleplus mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Guggenheim Styleplus is critical whether you are bullish or bearish towards Guggenheim Styleplus at a given time. Please also check how Guggenheim Styleplus' historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Guggenheim Styleplus without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Guggenheim Mutual Fund?

Before investing in Guggenheim Styleplus, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Guggenheim Styleplus. To buy Guggenheim Styleplus fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Guggenheim Styleplus. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Guggenheim Styleplus fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Guggenheim Styleplus fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Guggenheim Styleplus fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Guggenheim Styleplus , carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Guggenheim Styleplus ?

The danger of trading Guggenheim Styleplus is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Guggenheim Styleplus is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Guggenheim Styleplus. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Guggenheim Styleplus is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Guggenheim Styleplus . Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income.
Note that the Guggenheim Styleplus information on this page should be used as a complementary analysis to other Guggenheim Styleplus' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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When running Guggenheim Styleplus' price analysis, check to measure Guggenheim Styleplus' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Guggenheim Styleplus is operating at the current time. Most of Guggenheim Styleplus' value examination focuses on studying past and present price action to predict the probability of Guggenheim Styleplus' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Guggenheim Styleplus' price. Additionally, you may evaluate how the addition of Guggenheim Styleplus to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Guggenheim Styleplus' value and its price as these two are different measures arrived at by different means. Investors typically determine if Guggenheim Styleplus is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Styleplus' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.