Guggenheim Mid Cap Value Fund

2 / 5 Stars
2 1 3 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
D+ (Sell)

U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Guggenheim Investments funds

See full Small Value rankings

See more fund rankings


The fund has returned 22.85 percent over the past year, 10.12 percent over the past three years, 21.98 percent over the past five years, and 9.92 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 22.9%
3 Years (Annualized) 10.1%
5 Years (Annualized) 22.0%
10 Years (Annualized) 9.9%

See more SVSBX performance


The investment seeks long-term growth of capital. 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 2500 Value Index. It may invest in a variety of investment vehicles, including those that seek to track the composition and performance of a specific index, such as exchange traded funds ("ETFs") and other mutual funds.


Fees are Low compared to funds in the same category.
Guggenheim Mid Cap Value Fund has an expense ratio of 2.16 percent.

See more SVSBX fees


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

See more SVSBX risk