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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1126 | 1038 | 1228 | 1060 | 1382 | 2156 |
Fund Return | 12.56% | 3.75% | 22.78% | 1.96% | 6.69% | 7.99% |
Place in category | 172 | 105 | 171 | 63 | 21 | 6 |
% in Category | 75 | 45 | 73 | 34 | 11 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guggenheim Mid Cap Value A | 275.67M | 8.64 | 5.21 | 8.13 | ||
Guggenheim Variable Funds Series A | 260.12M | 22.71 | 11.08 | 12.94 | ||
Guggenheim Variable Funds Series J | 166.69M | 26.60 | 5.44 | 11.21 | ||
Guggenheim Directional Allocation A | 125.92M | 24.15 | 4.11 | 9.14 | ||
Guggenheim Variable D World Equity | 112.41M | 19.73 | 8.91 | 8.11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 20.3B | 4.92 | -4.69 | 5.06 | ||
Vanguard REIT Index I | 9.99B | 4.94 | -4.67 | 5.08 | ||
Vanguard Real Estate II Index Fund | 9.29B | 4.99 | -4.64 | - | ||
Cohen & Steers Instl Realty Shares | 7.71B | 6.24 | -3.40 | 6.70 | ||
DFA Real Estate Securities I | 7.11B | 5.52 | -4.16 | 5.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis | US74340W1036 | 9.22 | 118.93 | +0.33% | |
Equinix | US29444U7000 | 5.60 | 940.85 | -0.01% | |
Welltower | US95040Q1040 | 5.28 | 136.75 | +3.41% | |
Digital | US2538681030 | 4.29 | 180.50 | -1.64% | |
Simon Property | US8288061091 | 4.25 | 174.25 | -0.35% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Neutral |
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