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Guggenheim StylePlus - Large Core C SFECX

Quantitative rating as of
  • NAV / 1-Day Return 8.81  /  1.03 %
  • Total Assets 208.7 Mil
  • Adj. Expense Ratio
    2.040%
  • 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.

Summary

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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.

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