The combination of an Average People Pillar rating and a Low Process Pillar rating limit Guggenheim StylePlus - Large Core C 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.
- NAV / 1-Day Return 8.81 / 1.03 %
- Total Assets 208.7 Mil
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Adj. Expense Ratio
- Expense Ratio 2.230%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.99%
- Turnover 62%
Morningstar’s Analysis SFECX
Will SFECX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.