Guggenheim Fundamentals

GILHX -  USA Fund  

USD 25.34  0.01  0.0394%

Guggenheim Limited Duration fundamentals help investors to digest information that contributes to Guggenheim Limited's financial success or failures. It also enables traders to predict the movement of Guggenheim Mutual Fund. This fundamental analysis module provides a way for investors to measures Guggenheim Limited's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Guggenheim Limited mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Guggenheim Fundamentals 

 
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Guggenheim Minimum Initial Investment Analysis

Guggenheim Limited's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
=  
First Fund Deposit 
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Current Guggenheim Limited Minimum Initial Investment

    
  2 M  
Most of Guggenheim Limited's fundamental indicators, such as Minimum Initial Investment, 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 Limited Duration is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Guggenheim Limited Minimum Initial Investment Component Assessment

Based on the recorded statements, Guggenheim Limited Duration has a Minimum Initial Investment of 2 M. This is much higher than that of the Guggenheim Investments family and significantly higher than that of the Short-Term Bond category. The minimum initial investment for all United States funds is notably lower than that of the firm.

Guggenheim Limited Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Limited's current stock value. Our valuation model uses many indicators to compare Guggenheim Limited value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Guggenheim Limited competition to find correlations between indicators driving Guggenheim Limited's intrinsic value. More Info.
Guggenheim Limited Duration is rated # 3 fund in one year return among similar funds. It is rated # 3 fund in three year return among similar funds reporting about  0.78  of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Guggenheim Limited Duration is roughly  1.28 

Guggenheim Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Guggenheim Limited's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Guggenheim Limited could also be used in its relative valuation, which is a method of valuing Guggenheim Limited by comparing valuation metrics of similar companies.
Guggenheim Limited is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Guggenheim Limited

The fund consists of 86.29% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
 Value 
      Instrument Type 

Guggenheim Fundamentals

About Guggenheim Limited Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Guggenheim Limited Duration's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Guggenheim Limited using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Guggenheim Limited Duration based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to provide a high level of income consistent with preservation of capital. Guggenheim Limited is traded on NASDAQ Exchange in the United States.

Guggenheim Limited Investors Sentiment

The influence of Guggenheim Limited's 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.

Current Sentiment - GILHX

Guggenheim Limited Investor Sentiment

Most of Macroaxis users are currently bullish on Guggenheim Limited Duration. What is your judgment towards investing in Guggenheim Limited Duration? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Guggenheim Limited using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check Guggenheim Limited Piotroski F Score and Guggenheim Limited Altman Z Score analysis. Note that the Guggenheim Limited information on this page should be used as a complementary analysis to other Guggenheim Limited's 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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.

Complementary Tools for Guggenheim Mutual Fund analysis

When running Guggenheim Limited price analysis, check to measure Guggenheim Limited's 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 Limited is operating at the current time. Most of Guggenheim Limited's value examination focuses on studying past and present price action to predict the probability of Guggenheim Limited's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Guggenheim Limited's price. Additionally, you may evaluate how the addition of Guggenheim Limited to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Guggenheim Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine Guggenheim Limited value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Limited's 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.