Guggenheim Styleplus Financial Statements From 2010 to 2022

SFEPX -  USA Fund  

USD 27.90  0.38  1.34%

Guggenheim Styleplus financial statements provide useful quarterly and yearly information to potential Guggenheim Styleplus - investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Guggenheim Styleplus financial statements helps investors assess Guggenheim Styleplus' valuation, profitability, and current liquidity needs.
Guggenheim Styleplus - does not presently have any fundamental trends for analysis.
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Guggenheim Financial Statements 

 
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Check Guggenheim Styleplus financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Guggenheim main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Guggenheim financial statements analysis is a perfect complement when working with Guggenheim Styleplus Valuation or Volatility modules. It can also supplement various Guggenheim Styleplus Technical models. Additionally, take a look at the analysis of Guggenheim Styleplus Correlation against competitors.

Guggenheim Net Asset Analysis

Guggenheim Styleplus' Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Net Asset 
 = 
Current Market Value 
Current Liabilities 
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Current Guggenheim Styleplus Net Asset

    
  264.35 M  
Most of Guggenheim Styleplus' fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guggenheim Styleplus - is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Compare to competition

Guggenheim Styleplus Net Asset Component Assessment

Based on the recorded statements, Guggenheim Styleplus - has a Net Asset of 264.35 M. This is much higher than that of the Guggenheim Investments family and significantly higher than that of the Large Blend category. The net asset for all United States funds is notably lower than that of the firm.

Guggenheim Styleplus Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Styleplus's current stock value. Our valuation model uses many indicators to compare Guggenheim Styleplus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Styleplus competition to find correlations between indicators driving Guggenheim Styleplus's intrinsic value. More Info.
Guggenheim Styleplus - is rated top fund in cash position weight among similar funds. It is rated top fund in price to earning among similar funds reporting about  1.88  of Price to Earning per Cash Position Weight. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Guggenheim Styleplus by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Guggenheim Styleplus' Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Guggenheim Styleplus' earnings, one of the primary drivers of an investment's value.

About Guggenheim Styleplus Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Guggenheim Styleplus income statement, its balance sheet, and the statement of cash flows. Guggenheim Styleplus investors use historical funamental indicators, such as Guggenheim Styleplus's revenue or net income, to determine how well the company is positioned to perform in the future. Although Guggenheim Styleplus investors may use each financial statement separately, they are all related. The changes in Guggenheim Styleplus's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Guggenheim Styleplus's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Guggenheim Styleplus Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Guggenheim Styleplus. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to exceed the total return of the SP 500 Index. Guggenheim Styleplus is traded on NASDAQ Exchange in the United States.

Guggenheim Styleplus Investors Sentiment

The influence of Guggenheim Styleplus' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Guggenheim. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Guggenheim Styleplus in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Guggenheim Styleplus' short interest history, or implied volatility extrapolated from Guggenheim Styleplus options trading.

Current Sentiment - SFEPX

Guggenheim Styleplus Investor Sentiment

Macroaxis portfolio users are evenly split in their outlook on investing in Guggenheim Styleplus -. What is your judgment towards investing in Guggenheim Styleplus -? Are you bullish or bearish?
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Currently Active Assets on Macroaxis

Additionally, take a look at the analysis of Guggenheim Styleplus Correlation against competitors. 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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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 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 Guggenheim Styleplus value 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.