GURCX : Guggenheim Risk Managed Real Estate Fund Class C

GURCX is a Alternatives Market Real Estate with HIGH fees.

GURCX

Guggenheim Risk Managed Real Estate Fund Class C

FI Score

17 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

17% FI Score
  • gurcx
  • Mutual Fund
  • Alternatives
  • Real Estate

Guggenheim Risk Managed Real Estate Fund Class C

Expenses: 2.65% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks to provide total return, comprised of capital appreciation and current income. The fund normally invests 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 exposure to issuers primarily engaged in the real estate industry.

Largest Holdings

Amount Holding
7.32% Prologis Inc
7.26% Equinix Inc
4.95% Digital Realty Trust Inc
3.91% Safehold Inc
3.11% Gs Equity Custom Basket
3.10% Ms Equity Custom Basket
2.99% Welltower Inc
2.93% Alexandria Real Estate Equities Inc
2.64% Public Storage
2.59% Healthpeak Properties Inc
2.57% Equity Residential
2.55% Sun Communities Inc
2.36% Equity Lifestyle Properties Inc
2.33% AvalonBay Communities Inc
2.10% Invitation Homes Inc
2.03% Extra Space Storage Inc
1.81% Rexford Industrial Realty Inc
1.80% Terreno Realty Corp
1.78% Essex Property Trust Inc
1.48% Realty Income Corp
1.44% Americold Realty Trust
1.44% Ventas Inc
1.42% Highwoods Properties Inc
1.34% Corporate Office Properties Trust
1.34% American Homes 4 Rent Class A

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