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Guggenheim SMid Cap Value A SEVAX

Analyst rating as of
NAV / 1-Day Return
40.06  /  0.30 %
Total Assets
468.9 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
Average
Longest Manager Tenure
24.01 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
41%
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Morningstar’s Analysis

Will SEVAX outperform in future?

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

Stable leadership.

Associate Director

Summary

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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.

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