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Guggenheim Large Cap Value C SEGIX

Quantitative rating as of
  • NAV / 1-Day Return 42.25  /  0.35 %
  • Total Assets 40.7 Mil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.890%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.60%
  • Turnover 33%

Morningstar’s Analysis SEGIX

Will SEGIX outperform in future?

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

Summary

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Guggenheim Large Cap Value C's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. 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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