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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1227 | 1064 | 1376 | 1371 | 2056 | 3378 |
Fund Return | 22.71% | 6.42% | 37.61% | 11.08% | 15.5% | 12.94% |
Place in category | 30 | 37 | 31 | 129 | 78 | 57 |
% in Category | 16 | 30 | 12 | 39 | 35 | 25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Guggenheim Mid Cap Value A | 275.67M | 8.64 | 5.21 | 8.13 | ||
Guggenheim Risk Managed Real Estt I | 243.64M | 12.56 | 1.96 | 7.99 | ||
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 Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Guggenheim Strategy III | - | 24.49 | - | - | |
Guggenheim VI Strategy III | - | 23.74 | - | - | |
Guggenheim Strategy II | - | 14.18 | - | - | |
Guggenheim Ultra Short Duration Instl | - | 11.61 | - | - | |
Microsoft | US5949181045 | 1.87 | 444.06 | -0.59% |
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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