A stable and experienced team manages Guggenheim SMid Cap Value, but a fluctuating portfolio and unattractive fees limit all share classes to a Morningstar Analyst Rating of Neutral.
Will SEVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SEVAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SEVAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SEVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.