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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1170 | 1093 | 1268 | 1251 | 1505 | 2244 |
Fund Return | 16.98% | 9.29% | 26.82% | 7.74% | 8.52% | 8.42% |
Place in category | 436 | 296 | 636 | 899 | 921 | 614 |
% in Category | 37 | 27 | 56 | 83 | 89 | 79 |
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 % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 2.87 | 246.28 | +1.82% | |
Berkshire Hathaway B | US0846707026 | 2.36 | 470.13 | +0.52% | |
Merck&Co | US58933Y1055 | 2.32 | 96.51 | -1.88% | |
Walmart | US9311421039 | 2.27 | 84.38 | -0.11% | |
P&G | US7427181091 | 2.14 | 169.09 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Neutral | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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