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.
- NAV / 1-Day Return 8.88 / 0.56 %
- Total Assets 424.9 Mil
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Adj. Expense Ratio
- Expense Ratio 1.010%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Small Value
- Min. Initial Investment 2,000,000
- Status Open
- TTM Yield 3.18%
- Turnover 39%
Morningstar’s Analysis SVUIX
Will SVUIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.