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Guggenheim SMid Cap Value Institutional SVUIX

Analyst rating as of
NAV / 1-Day Return
12.69  /  0.55 %
Total Assets
453.6 Mil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
High
Longest Manager Tenure
23.95 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
0.00%
Turnover
41%
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Morningstar’s Analysis

Will SVUIX outperform in future?

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

Stable leadership.

Associate Director

Summary

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A stable and experienced team manages Guggenheim SMid Cap Value, but a fluctuating portfolio and unattractive fees limit all share classes to a Morningstar Analyst Rating of Neutral.

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