Guggenheim Styleplus Fund Quote

SFEPX Fund  USD 17.21  0.08  0.46%   

Performance

Very Weak

 
Weak
 
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Odds Of Distress

Low

 
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Low
Guggenheim Styleplus is trading at 17.21 as of the 8th of April 2025; that is 0.46% down since the beginning of the trading day. The fund's open price was 17.29. Guggenheim Styleplus has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of April 2023 and ending today, the 8th of April 2025. Click here to learn more.
The fund seeks to exceed the total return of the SP 500 Index. Guggenheim Styleplus is traded on NASDAQ Exchange in the United States. More on Guggenheim Styleplus

Moving together with Guggenheim Mutual Fund

  0.99TVRCX Guggenheim DirectionalPairCorr
  0.99TVRAX Guggenheim DirectionalPairCorr
  0.86TVRIX Guggenheim DirectionalPairCorr

Moving against Guggenheim Mutual Fund

  0.68SDICX Guggenheim InvestmentPairCorr
  0.63SAOAX Guggenheim Alpha Opp TrendingPairCorr
  0.63SVUIX Guggenheim Mid Cap TrendingPairCorr
  0.54SAOCX Guggenheim Alpha OppPairCorr
  0.52SAOSX Guggenheim Alpha OppPairCorr
  0.34GUCPX Gugg Actv InvmtPairCorr

Guggenheim Mutual Fund Highlights

Fund ConcentrationGuggenheim Investments Funds, Large Blend Funds, Large Blend, Guggenheim Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date26th of May 2023
Fiscal Year EndSeptember
Guggenheim Styleplus [SFEPX] is traded in USA and was established 8th of April 2025. Guggenheim Styleplus is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Guggenheim Investments family. This fund at this time has accumulated 219.37 M in assets with no minimum investment requirementsGuggenheim Styleplus is currently producing year-to-date (YTD) return of 0.55% with the current yeild of 0.03%, while the total return for the last 3 years was 4.2%.
Check Guggenheim Styleplus Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim Styleplus Mutual Fund Constituents

GILHXGuggenheim Limited DurationMutual FundShort-Term Bond
RYIFXGuggenheim Managed FuturesMutual FundSystematic Trend
AMZNAmazon IncStockConsumer Discretionary
VZVerizon CommunicationsStockCommunication Services
SPYSPDR SP 500EtfLarge Blend
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
More Details

Guggenheim Styleplus Risk Profiles

Guggenheim Styleplus Against Markets

Other Information on Investing in Guggenheim Mutual Fund

Guggenheim Styleplus financial ratios help investors to determine whether Guggenheim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guggenheim with respect to the benefits of owning Guggenheim Styleplus security.
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