Guggenheim Mutual Fund Quote

SFEPX -  USA Fund  

USD 26.29  0.49  1.83%

Market Performance
0 of 100
Odds Of Distress
Less than 3
Guggenheim Styleplus is trading at 26.29 as of the 25th of January 2022; that is -1.83 percent decrease since the beginning of the trading day. The fund's open price was 26.78. Guggenheim Styleplus has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over 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 30th of April 2021 and ending today, the 25th of January 2022. Click here to learn more.
The fund seeks to exceed the total return of the SP 500 Index. Guggenheim Styleplus is traded on NASDAQ Exchange in the United States.. More on Guggenheim Styleplus -

Guggenheim Styleplus 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Guggenheim Styleplus generated a negative expected return over the last 90 days
The fund maintains about 7.74% of its assets in cash
Legal NameGuggenheim Styleplus -
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Guggenheim Styleplus' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year1.06
Startdate2nd of November 2018
Guggenheim Styleplus - [SFEPX] is traded in USA and was established 25th of January 2022. The fund is listed under Large Blend category and is part of Guggenheim Investments family. Guggenheim Styleplus at this time has accumulated 264.35 M in assets with minimum initial investment of 0. , while the total return for the last 3 years was 8.07%.
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 Styleplus , and the less return is expected.

Top Guggenheim Styleplus - Constituents

Guggenheim Styleplus Target Price Odds Analysis

What are Guggenheim Styleplus' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Guggenheim Styleplus jumping above the current price in 90 days from now is close to 99%. 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 0.2237. This usually implies as returns on the market go up, Guggenheim Styleplus average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Guggenheim Styleplus - will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Guggenheim Styleplus is significantly underperforming DOW.
 Odds Down 26.29HorizonTargetOdds Up 26.29 
0.04%90 days
 26.29 
99.96%
Based on a normal probability distribution, the odds of Guggenheim Styleplus to move above the current price in 90 days from now is close to 99 (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.

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 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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Additionally, take a look at World Market Map. 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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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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.