Guggenheim Large Cap Fund Quote
| SEGPX Fund | USD 46.80 0.26 0.56% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Guggenheim Large is trading at 46.80 as of the 6th of May 2024; that is 0.56 percent up since the beginning of the trading day. The fund's open price was 46.54. Guggenheim Large has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Guggenheim Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of April 2024 and ending today, the 6th of May 2024. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its assets in equity securities, which include common stocks, rights, options, warrants, convertible debt securities of both U.S. and U.S. dollar-denominated foreign issuers, and American Depositary Receipts , of companies that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 1000 Value Index.. More on Guggenheim Large Cap
Moving together with Guggenheim Mutual Fund
| 0.79 | TVRCX | Guggenheim Directional | PairCorr |
| 0.8 | TVRAX | Guggenheim Directional | PairCorr |
| 0.81 | TVRIX | Guggenheim Directional | PairCorr |
| 0.87 | TVVFX | Guggenheim Rbp Large | PairCorr |
| 0.86 | TVVCX | Guggenheim Rbp Large | PairCorr |
| 0.87 | TVVAX | Guggenheim Rbp Large | PairCorr |
| 0.88 | TVVIX | Guggenheim Rbp Large | PairCorr |
Guggenheim Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Guggenheim Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Guggenheim Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Guggenheim Investments Funds, Large Value Funds, Large Value, Guggenheim Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Large Cap [SEGPX] is traded in USA and was established 6th of May 2024. Guggenheim Large is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Guggenheim Investments family. This fund at this time has accumulated 37.75 M in assets with no minimum investment requirementsGuggenheim Large Cap is currently producing year-to-date (YTD) return of 7.04% with the current yeild of 0.01%, while the total return for the last 3 years was 6.99%.
Check Guggenheim Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guggenheim Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guggenheim Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guggenheim Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guggenheim Large Cap Mutual Fund Constituents
| XOM | Exxon Mobil Corp | Stock | Energy |
| JNJ | Johnson Johnson | Stock | Health Care |
| WMT | Walmart | Stock | Consumer Staples |
| WFC | Wells Fargo | Stock | Financials |
| VZ | Verizon Communications | Stock | Communication Services |
| TSN | Tyson Foods | Stock | Consumer Staples |
| PFE | Pfizer Inc | Stock | Health Care |
Guggenheim Large Target Price Odds Analysis
Based on a normal probability distribution, the odds of Guggenheim Large jumping above the current price in 90 days from now is about 17.72%. The Guggenheim Large Cap probability density function shows the probability of Guggenheim Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Guggenheim Large has a beta of 0.9665. This usually implies Guggenheim Large Cap market returns are sensitive to returns on the market. As the market goes up or down, Guggenheim Large is expected to follow. Additionally, guggenheim Large Cap has an alpha of 0.0383, implying that it can generate a 0.0383 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Guggenheim Large to move above the current price in 90 days from now is about 17.72 (This Guggenheim Large Cap probability density function shows the probability of Guggenheim Mutual Fund to fall within a particular range of prices over 90 days) .
Guggenheim Large Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Guggenheim Large market risk premium is the additional return an investor will receive from holding Guggenheim Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Guggenheim Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Guggenheim Large's alpha and beta are two of the key measurements used to evaluate Guggenheim Large's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4999 | |||
| Semi Deviation | 0.5176 | |||
| Standard Deviation | 0.6523 | |||
| Variance | 0.4255 |
Guggenheim Large Against Markets
Picking the right benchmark for Guggenheim Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Guggenheim Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Guggenheim Large is critical whether you are bullish or bearish towards Guggenheim Large Cap at a given time. Please also check how Guggenheim Large's historical prices are related to one of the top price index indicators.
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How to buy Guggenheim Mutual Fund?
Before investing in Guggenheim Large, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Guggenheim Large. To buy Guggenheim Large fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Guggenheim Large. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Guggenheim Large fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Guggenheim Large Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Guggenheim Large Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Guggenheim Large Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Guggenheim Large Cap?
The danger of trading Guggenheim Large Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Guggenheim Large is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Guggenheim Large. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Guggenheim Large Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Guggenheim Large Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.