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Guggenheim Directional Allocation A

TVRAX
13.33
-0.02
-0.15%
7/26/2016
5 Years
  • Previous Close

    13.35

  • Net Assets

    160.59M

  • Yield

    0.00%

  • Front load

    4.75

  • Expenses

    1.43%

  • Category

    Large Growth

  • Morningstar Risk

    Average

  • Morningstar Rating
Profile

Name of Issuer

Guggenheim Investments

Fund Style

Open

Fund Manager

Scott Hammond

Investment Style

Large Growth

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Guggenheim Directional Allocation IndexSM. The fund uses a passive investment strategy designed to track the total return performance (before fees and expenses) of the index. The index's objective is to provide consistent long-term, risk adjusted outperformance with the goal of capturing more upside in rising equity markets and limiting the downside - including up to 100% cash allocation- during market downturns.

Purchase Information

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

Inception

6/18/2012

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