Guggenheim Mid is trading at 37.78 as of the 19th of July 2025; that is 0.85% up since the beginning of the trading day. The fund's open price was 37.46. Guggenheim Mid has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund pursues its objective by investing at least 80 percent of its assets in Small- and Mid-capitalization securities that the Adviser considers having value characteristics. The fund manager defines value as investments that appear to be undervalued relative to assets, earnings, growth potential or cash flows. More on Guggenheim Mid Cap
Guggenheim Mid Cap [SEVAX] is traded in USA and was established 19th of July 2025. Guggenheim Mid is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Guggenheim Investments family. This fund at this time has accumulated 465.65 M in assets with minimum initial investment of 2.5 K. Guggenheim Mid Cap is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.01%, while the total return for the last 3 years was 9.68%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guggenheim Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guggenheim Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guggenheim Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Mid financial ratios help investors to determine whether Guggenheim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guggenheim with respect to the benefits of owning Guggenheim Mid security.