SVUIX – Fund Analysis – Guggenheim SMid Cap Value Institutional | Morningstar

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Will SVUIX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVUIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the SVUIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of SVUIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The managers' experience is a key strength.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Guggenheim SMid Cap Value's seasoned team but conventional hybrid approach make the strategy a decent but not stellar offering.

by Andrew Redden

Rated on Aug 9, 2023 Published on Aug 9, 2023

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