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Guggenheim StylePlus - Large Core A

SECEX
20.33
-0.04
-0.20%
5/23/2016
5 Years
  • Previous Close

    20.37

  • Net Assets

    180.47M

  • Yield

    0.54%

  • Front load

    4.75

  • Expenses

    1.32%

  • Category

    Large Blend

  • Morningstar Risk

    Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Guggenheim Investments

Fund Style

Open

Fund Manager

Scott Hammond

Investment Style

Large Value

The investment seeks long-term growth of capital. The fund seeks to exceed the total return of the S&P 500 Index. It pursues its objective by investing, under normal circumstances, at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

9/10/1962

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