Guggenheim SMid Cap Value Institutional Fund
Guggenheim Funds Trust
Expense ratio
Net assets1
$67.05M
Holdings1
104
Category
US Equity
Return

Top holdings

As of Dec. 31, 2019 · N-PORT
SecurityTickerValue% of fund
Dreyfus Treasury Securities Cash Management Fund - Institutional Shares $3.09M 4.61%
ALLEGHANY CORP DEL Y $1.91M 2.85%
OGE ENERGY CORP $1.70M 2.54%
PARSLEY ENERGY INC CL A $1.59M 2.38%
VOYA FINANCIAL INC $1.45M 2.16%
WILLIS TOWERS WATSON PLC $1.32M 1.96%
INFINERA CORP $1.24M 1.85%
BUNGE LIMITED $1.19M 1.77%
MDU RESOURCES GROUP INC $1.17M 1.74%
RADIAN GROUP INC $1.17M 1.74%
View all holdings →

Allocation by sector

As of December 31, 2019 · N-PORT
View portfolio breakdown →

Portfolio moves

Sep 30, 2019 → Dec 31, 2019
Opened
15
Exited
13
Increased
69
Decreased
10
Unchanged
10

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of December 31, 2019, from the fund's N-PORT filing.

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