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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1135 | 1095 | 1270 | 1550 | 2051 |
Fund Return | 1.7% | 13.53% | 9.5% | 8.3% | 9.16% | 7.45% |
Place in category | 2 | 1 | 7 | 4 | 1 | 1 |
% in Category | 4 | 32 | 29 | 43 | 28 | 25 |
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 Global Stock | 10.64B | 9.85 | 7.12 | 8.40 | ||
Franklin Mutual Global Discovery A | 5.21B | 6.16 | 6.79 | 6.27 | ||
Franklin Mutual Global Discovery Z | 3.21B | 6.37 | 7.05 | 6.54 | ||
Franklin Mutual Beacon Z | 2.16B | 9.15 | 4.15 | 7.22 | ||
SEI Global Managed Volatility A (SI | 1.98B | 15.56 | 8.24 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.07 | 416.81 | -2.36% | |
Apple | US0378331005 | 2.81 | 224.88 | -1.46% | |
Alphabet C | US02079K1079 | 1.90 | 173.28 | -2.30% | |
NVIDIA | US67066G1040 | 1.62 | 143.20 | -2.43% | |
UnitedHealth | US91324P1021 | 1.57 | 592.76 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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