2 / 5 Stars
1 1 2 3 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#71 in Small Value
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.
The fund has returned 23.66 percent over the past year, 11.12 percent over the past three years, and 23.13 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||23.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund 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 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 Institutional Fund has an expense ratio of 1.01 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.