GUMNX : Guggenheim Market Neutral Real Estate Fund Institutional

GUMNX is a Alternatives Market Neutral with MODERATE fees.

GUMNX

Guggenheim Market Neutral Real Estate Fund Institutional

FI Score

26 /100

Expense Ratio Rating

8 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

26% FI Score
  • gumnx
  • Mutual Fund
  • Alternatives
  • Neutral

Guggenheim Market Neutral Real Estate Fund Institutional

Expenses: 1.40% (Better than 1% of similar funds)

This is a bad choice for a Neutral Alternatives fund. See why ยป

Fund Summary

The investment seeks to provide capital appreciation, while limiting exposure to general stock market risk. The fund pursues its investment objective by investing at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in: (i) long and short equity securities of issuers primarily engaged in the real estate industry, such as real estate investment trusts ("REITs"); and (ii) equity-like securities, including individual securities, exchange-traded funds ("ETFs") and derivatives, giving long and short exposure to issuers primarily engaged in the real estate industry. It is non-diversified.

Largest Holdings

Amount Holding
4.06% Safehold Inc
2.92% Gs Equity Custom Basket
2.87% Ms Equity Custom Basket
2.67% American Homes 4 Rent Class A
2.50% Healthpeak Properties Inc
2.32% Alexandria Real Estate Equities Inc
2.27% MGM Growth Properties LLC A
2.24% Equinix Inc
2.07% Sun Communities Inc
2.07% Equity Lifestyle Properties Inc
2.06% Corporate Office Properties Trust
2.01% Americold Realty Trust
1.93% Invitation Homes Inc
1.76% Capstead Mortgage Corp
1.70% Highwoods Properties Inc
1.69% SBA Communications Corp
1.51% Innovative Industrial Properties Inc Registered Shs
1.45% Agree Realty Corp
1.33% Terreno Realty Corp
1.28% Rexford Industrial Realty Inc
1.19% CoreSite Realty Corp
1.11% American Tower Corp
1.09% Spirit Realty Capital Inc
1.02% Acadia Realty Trust
1.00% Sabra Health Care REIT Inc

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