Guggenheim Mutual Fund Quote

GILCX -  USA Fund  

USD 49.88  0.13  0.26%

Guggenheim Large is trading at 49.88 as of the 19th of September 2021; that is -0.26 percent down since the beginning of the trading day. The fund's open price was 50.01. Guggenheim Large has about a 35 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guggenheim Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of July 2021 and ending today, the 19th of September 2021. Click here to learn more.
 Market Performance
3 of 100
  Odds Of Distress
Less than 35

Guggenheim Large Mutual Fund Profile

The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities, which include common stocks, rights, options, warrants, convertible debt securities of both U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts , of companies that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 1000 Value Index. Guggenheim Large is traded on NASDAQ Exchange in the United States. more on Guggenheim Large
The fund retains 96.57% of its assets under management (AUM) in equities
Legal NameGuggenheim Large Cap
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 Large's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellOvervalued
Beta In Three Year1.09
Startdate2nd of November 2018
Guggenheim Large Cap [GILCX] is traded in USA and was established 19th of September 2021. The fund is listed under Large Value category and is part of Guggenheim Investments family. Guggenheim Large Cap currently has accumulated 40.6 M in assets under management (AUM) with minimum initial investment of 2 M. , while the total return for the last 3 years was 1.25%.
Check Guggenheim Large 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 Large , and the less return is expected.

Top Guggenheim Large Cap Constituents

Guggenheim Large Target Price Odds Analysis

What are Guggenheim Large's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Guggenheim Large jumping above the current price in 90 days from now is about 29.06%. The Guggenheim Large Cap probability density function shows the probability of Guggenheim Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Guggenheim Large Cap has a beta of -0.2873. This usually indicates as returns on benchmark increase, returns on holding Guggenheim Large are expected to decrease at a much lower rate. During the bear market, however, Guggenheim Large Cap is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Guggenheim Large Cap is significantly underperforming DOW.
 Odds Down 49.88HorizonTargetOdds Up 49.88 
70.18%90 days
 49.88 
29.06%
Based on a normal probability distribution, the odds of Guggenheim Large to move above the current price in 90 days from now is about 29.06 (This Guggenheim Large Cap probability density function shows the probability of Guggenheim Mutual Fund to fall within a particular range of prices over 90 days) .

Guggenheim Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Guggenheim Large market risk premium is the additional return an investor will receive from holding Guggenheim Large 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 Large. 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 Large's alpha and beta are two of the key measurements used to evaluate Guggenheim Large's performance over the market, the standard measures of volatility play an important role as well.

Guggenheim Large Against Markets

Picking the right benchmark for Guggenheim Large 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 Large 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 Large is critical whether you are bullish or bearish towards Guggenheim Large Cap 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 Large 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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Please check Risk vs Return Analysis. Note that the Guggenheim Large Cap information on this page should be used as a complementary analysis to other Guggenheim Large'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 Commodity Channel Index module to use Commodity Channel Index to analyze current equity momentum.

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