Guggenheim World Equity Fund Quote
| SEWIX Fund | USD 15.74 0.11 0.69% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Guggenheim World is trading at 15.74 as of the 18th of April 2024; that is -0.69 percent down since the beginning of the trading day. The fund's open price was 15.85. Guggenheim World has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guggenheim World Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of June 2022 and ending today, the 18th of April 2024. Click here to learn more.
The fund will invest at least 80 percent of its assets in equity securities. Guggenheim World is traded on NASDAQ Exchange in the United States. More on Guggenheim World Equity
Moving together with Guggenheim Mutual Fund
| 0.93 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.94 | FMDRX | Franklin Mutual Global | PairCorr |
| 0.94 | DOXWX | Dodge Cox Global | PairCorr |
| 0.95 | DODWX | Dodge Global Stock | PairCorr |
| 0.85 | TRZRX | T Rowe Price | PairCorr |
| 0.94 | TEDIX | Franklin Mutual Global | PairCorr |
| 0.94 | MDISX | Franklin Mutual Global | PairCorr |
Guggenheim World Equity cannot be verified against its exchange. Apparently, Guggenheim World is not available for investing at the moment. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
RefreshGuggenheim 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 World's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Guggenheim World or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | World Large-Stock Value, Guggenheim Investments (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim World Equity [SEWIX] is traded in USA and was established 18th of April 2024. The fund is listed under World Large-Stock Value category and is part of Guggenheim Investments family. This fund at this time has accumulated 46.12 M in assets with minimum initial investment of 2 M. Guggenheim World Equity is currently producing year-to-date (YTD) return of 5.07% with the current yeild of 0.02%, while the total return for the last 3 years was 4.95%.
Check Guggenheim World Probability Of Bankruptcy
Guggenheim World Equity Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Guggenheim World market risk premium is the additional return an investor will receive from holding Guggenheim World 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 World. 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 World's alpha and beta are two of the key measurements used to evaluate Guggenheim World's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4425 | |||
| Semi Deviation | 0.5327 | |||
| Standard Deviation | 0.5703 | |||
| Variance | 0.3252 |
Guggenheim World Against Markets
Picking the right benchmark for Guggenheim World 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 World 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 World is critical whether you are bullish or bearish towards Guggenheim World Equity at a given time. Please also check how Guggenheim World's historical prices are related to one of the top price index indicators.
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Be your own money manager
Our tools can tell you how much better you can do entering a position in Guggenheim World without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Guggenheim Mutual Fund?
Before investing in Guggenheim World, 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 World. To buy Guggenheim World fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Guggenheim World. 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 World fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Guggenheim World Equity 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 World Equity 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 World Equity, 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 World Equity?
The danger of trading Guggenheim World Equity 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 World 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 World. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Guggenheim World Equity 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 World Equity. 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 gross domestic product. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.