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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1235 | 1074 | 1373 | 1390 | 1851 | 2843 |
Fund Return | 23.48% | 7.37% | 37.25% | 11.59% | 13.11% | 11.01% |
Place in category | 17 | 769 | 14 | 144 | 159 | 61 |
% in Category | 2 | 64 | 2 | 18 | 19 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guggenheim Mid Cap Value A | 291.15M | -2.10 | 9.01 | 7.44 | ||
Guggenheim Risk Managed Real Estt I | 259.96M | 8.03 | 0.27 | 7.83 | ||
Guggenheim Variable Funds Series A | 255.61M | 22.71 | 11.08 | 12.94 | ||
Guggenheim Variable Funds Series J | 167.11M | -0.13 | 1.17 | 10.20 | ||
Guggenheim Directional Allocation A | 129.77M | 20.61 | 4.07 | 8.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68B | 15.98 | 8.60 | 11.25 | ||
Vanguard Equity-Income Adm | 53.42B | 15.14 | 8.73 | 10.28 | ||
Vanguard Windsor II Admiral | 49.3B | 14.13 | 7.13 | 10.64 | ||
American Funds American Mutual A | 41.93B | 16.17 | 8.16 | 9.70 | ||
Vanguard Value Index Adm | 38.02B | 17.31 | 9.16 | 10.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.76 | 415.17 | -2.75% | |
NVIDIA | US67066G1040 | 7.14 | 141.63 | -3.50% | |
Apple | US0378331005 | 5.25 | 225.21 | -1.32% | |
Meta Platforms | US30303M1027 | 3.25 | 561.10 | -2.78% | |
Eli Lilly | US5324571083 | 2.49 | 754.95 | -3.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Buy | Strong Buy |
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