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Guggenheim Large Cap Value A SECIX

Quantitative rating as of
  • NAV / 1-Day Return 47.02  /  0.43 %
  • Total Assets 40.8 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.07%
  • Turnover 33%

Morningstar’s Analysis SECIX

Will SECIX outperform in future?

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

Summary

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Guggenheim Large Cap Value A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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