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Guggenheim SMid Cap Value A SEVAX

Analyst rating as of
  • NAV / 1-Day Return 37.16  /  0.05 %
  • Total Assets 413.4 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.60%
  • Turnover 39%

Morningstar’s Analysis SEVAX

Will SEVAX 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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