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Guggenheim SMid Cap Value Institutional SVUIX

Analyst rating as of | See Guggenheim Investment Hub
  • NAV / 1-Day Return 8.88  /  0.56 %
  • Total Assets 424.9 Mil
  • Adj. Expense Ratio
    1.010%
  • 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.

A strong team, but high fees lessen its appeal.

Summary

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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.

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