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.
- NAV / 1-Day Return 37.16 / 0.05 %
- Total Assets 413.4 Mil
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Adj. Expense Ratio
- 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.