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Guggenheim SMid Cap Value C SEVSX

Analyst rating as of
NAV / 1-Day Return
23.31  /  0.77 %
Total Assets
405.0 Mil
Adj. Expense Ratio
2.010%
Expense Ratio
2.020%
Distribution Fee Level
Above Average
Share Class Type
Level Load
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
34%

Morningstar’s Analysis SEVSX

Will SEVSX outperform in future?

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

A strong team, but high fees lessen its appeal.

Summary

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Guggenheim SMid Cap Value’s experienced team and sensible quant model do not overcome indistinct fundamental research and elevated fees; it earns a Morningstar Analyst Rating of Neutral.

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