Guggenheim Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 3 2 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.83 percent over the past year, 12.67 percent over the past three years, and 27.69 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 25.8%
3 Years (Annualized) 12.7%
5 Years (Annualized) 27.7%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in a diversified portfolio of equity securities, which include common stocks, rights, options, warrants, convertible debt securities, and American Depositary Receipts ("ADRs"), that, when purchased, have market capitalizations that are usually within the range of companies in the Russell 2000 Value Index. It may invest a portion of its assets in derivatives, including options and futures contracts. The fund may, from time to time, invest a portion of its assets in technology stocks.

Fees

Fees are Above Average compared to funds in the same category.
Guggenheim Small Cap Value Fund has an expense ratio of 1.05 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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