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Guggenheim SMid Cap Value A SEVAX

Analyst rating as of
NAV / 1-Day Return
32.37  /  1.37 %
Total Assets
353.8 Mil
Adj. Expense Ratio
1.190%
Expense Ratio
1.190%
Fee Level
Average
Longest Manager Tenure
25.41 years
Category
Mid-Cap Value
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.27%
Turnover
34%

Morningstar’s Fund 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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