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Guggenheim StylePlus - Large Core A SECEX

Quantitative rating as of
NAV / 1-Day Return
23.38  /  0.76 %
Total Assets
211.1 Mil
Adj. Expense Ratio
1.170%
Expense Ratio
1.310%
Distribution Fee Level
High
Share Class Type
Front Load
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.33%
Turnover
25%

Morningstar’s Analysis SECEX

Will SECEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Guggenheim StylePlus - Large Core A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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