About GIUIX
Guggenheim StylePlus - Mid Growth Fund Institutional is an open-end mutual fund focusing on mid-cap growth equities within the U.S. market. Its primary objective is to provide long-term capital appreciation by investing predominantly in mid-sized companies exhibiting above-average growth potential. The fund diversifies across various sectors, including industrials, technology, consumer goods, health care, and financials, thereby capturing growth opportunities from multiple segments of the economy. Managed under the Guggenheim Investments umbrella, it employs a blend of active management and quantitative strategies to identify stocks poised for expansion. The fund is benchmarked against the S&P 500 Total Return Index, reflecting its ambition to outperform general market growth trends. Environmental, social, and governance (ESG) characteristics are regularly assessed, as the fund's portfolio includes exposure to sectors such as energy, utilities, and healthcare, as well as considerations related to fossil fuels, deforestation risk, and corporate governance. With a substantial asset base and an institutional share class, the fund is tailored for clients seeking a concentrated approach to mid-cap growth investing within a rigorous risk-managed framework.
Fund Family New Age Alpha Advisors LLC
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol GIUIX
Share Class Institutional Class
Index Russell MidCap Growth TR
GIUIX had a total return of 8.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.83%.
