SFGCX : Guggenheim World Equity Income Fund Class C

SFGCX is a Allocation Market Total World with HIGH fees.

SFGCX

Guggenheim World Equity Income Fund Class C

FI Score

17 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

17% FI Score
  • sfgcx
  • Mutual Fund
  • Allocation
  • Total World

Guggenheim World Equity Income Fund Class C

Expenses: 1.97% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide total return, comprised of capital appreciation and income. The fund will invest at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in equity securities. The advisor intends to invest in higher dividend-yielding equity securities. It is not limited in the percentage of assets it may invest in securities listed, traded or dealt in any one country, region or geographic area and it may invest in a number of countries throughout the world, including emerging markets. The fund may invest in a variety of investment vehicles.

Largest Holdings

Amount Holding
3.29% Microsoft Corp
2.56% Apple Inc
1.60% Amazon.com Inc
1.57% The Home Depot Inc
1.55% Verizon Communications Inc
1.47% Roche Holding AG Dividend Right Cert.
1.35% Alphabet Inc Class C
1.18% Mastercard Inc A
1.15% PepsiCo Inc
1.15% Accenture PLC Class A
1.13% Medtronic PLC
1.12% NTT DOCOMO Inc
1.08% AbbVie Inc
1.05% Broadcom Inc
1.03% Zurich Insurance Group AG
1.00% Coloplast A/S B
1.00% Fidelity National Information Services Inc
0.99% 3M Co
0.98% Nippon Telegraph & Telephone Corp
0.95% Texas Instruments Inc
0.93% Zoetis Inc Class A
0.93% Stryker Corp
0.89% Intercontinental Exchange Inc
0.88% S&P Global Inc
0.86% Waste Connections Inc

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