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Guggenheim SMid Cap Value Institutional SVUIX

Analyst rating as of
NAV / 1-Day Return
9.88  /  1.02 %
Total Assets
411.8 Mil
Adj. Expense Ratio
1.030%
Expense Ratio
1.030%
Fee Level
High
Longest Manager Tenure
24.74 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
1.69%
Turnover
34%
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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.

A steady team, but high fees.

Summary

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Guggenheim Smid Cap Value benefits from a stable team of industry veterans, but an unexceptional approach and high fees limit all share classes to a Morningstar Analyst Rating of Neutral.

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