Guggenheim Styleplus Fund Filter Stocks by Fundamentals
SFEPX Fund | USD 21.68 0.20 0.91% |
Guggenheim Styleplus fundamentals help investors to digest information that contributes to Guggenheim Styleplus' financial success or failures. It also enables traders to predict the movement of Guggenheim Mutual Fund. The fundamental analysis module provides a way to measure Guggenheim Styleplus' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Guggenheim Styleplus mutual fund.
Guggenheim |
Did you try this?
Run Money Managers Now
Money ManagersScreen money managers from public funds and ETFs managed around the world |
All Next | Launch Module |
Fund Asset Allocation for Guggenheim Styleplus
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides Guggenheim Styleplus' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Guggenheim Fundamentals
Price To Earning | 14.52 X | ||||
Price To Book | 2.08 X | ||||
Price To Sales | 1.19 X | ||||
Total Asset | 230 K | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 10.49 % | ||||
One Year Return | 35.38 % | ||||
Three Year Return | 10.07 % | ||||
Five Year Return | 13.90 % | ||||
Ten Year Return | 11.15 % | ||||
Net Asset | 219.37 M | ||||
Last Dividend Paid | 0.17 | ||||
Cash Position Weight | 19.95 % | ||||
Equity Positions Weight | 2.36 % | ||||
Bond Positions Weight | 6.59 % |
About Guggenheim Styleplus Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Guggenheim Styleplus 's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Guggenheim Styleplus using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Guggenheim Styleplus 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 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.
Currently Active Assets on Macroaxis
Check out Guggenheim Styleplus Piotroski F Score and Guggenheim Styleplus Altman Z Score analysis. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Complementary Tools for Guggenheim Mutual Fund analysis
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.
AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
Share Portfolio Track or share privately all of your investments from the convenience of any device | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |