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Guggenheim StylePlus - Mid Growth C SUFCX

Quantitative rating as of
NAV / 1-Day Return
20.96  /  1.13 %
Total Assets
66.9 Mil
Adj. Expense Ratio
2.200%
Expense Ratio
2.340%
Distribution Fee Level
High
Share Class Type
Level Load
Category
Mid-Cap Growth
Investment Style
Mid Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
44%

Morningstar’s Analysis SUFCX

Will SUFCX 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 - Mid Growth 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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