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Fund Families



Latest Q&A Based Profiles ( 8 Interview )


Thomas Youn

Fund Profile

A Unique Approach to REIT Investing Through a Risk Managed Framework

Small-Cap > Growth

Guggenheim Risk Managed Real Estate Fund

ANOGX

Jul 7, 2017

Real Estate Investment Trusts, or REITs, may offer potential benefits to a broader portfolio including stock-like gains, bond-like yields, diversification and inflation protection. However, they may at times trade with elevated volatility. Thomas Youn, portfolio manager of the Guggenheim Risk Managed Real Estate Fund, explains how the fund takes a

Anne Walsh

Fund Profile

Divide and Structure to Win

Large-Cap > Core

Guggenheim Fixed Income Funds

ALBCX

Nov 11, 2016

Traditionally, fixed-income investment organizations have relied on a single manager overseeing the whole decision-making cycle with the support of a research team. Guggenheim Investments has deconstructed this common execution model. Instead of using a centralized structure, Guggenheim’s fixed-income group has four individual teams working together at macro research, sector, portfolio

Anne Walsh

Fund Profile

Buy to Own

NA > NA

Guggenheim Total Return Bond Fund

Jan 1, 2016

Resourceful and organized investors can take advantage of the inefficient fixed-income market of $37 trillion. Anne Walsh explains how the portfolio team at Guggenheim Total Return Bond Fund looks for non-index securities that offer superior-return opportunity profiles, with one overriding theme of avoiding losses.

Anthony Davidow

Fund Profile

Corporate Bond ETFs

Precious Metals-Minerals > NA

Guggenheim ETFs

FEURX

Dec 12, 2012

Investors are increasingly looking for diversified access to bonds in a flexible and risk-adjusted way. Anthony Davidow, managing director and portfolio strategist, explains how Guggenheim Investments provides a set of ETF strategies with the precision of individual bonds, and the diversification benefits of bond funds.
Adrian Bachman

Fund Profile

Sector by Sector

Multi-Cap > Growth

Rydex Sector Rotation Fund

DPUCX

Jan 1, 2007

Rydex Sector Rotation Fund is built on the premise that industries that have performed well in the past will continue to perform well in the future. The management uses two measures of momentum - a 3-month and a 12-month look back on the industry performance. The fund ranks all of
Mark A. Mitchell

Fund Profile

Only the Best Ideas

NA > NA

Security Select 25 A Fund

Sep 9, 2006

Security Select 25 is a concentrated growth fund, but it isn’t interested in just any type of growth. Valuation is a crucial part of its philosophy as well as the competitive advantage of the underlying companies and their ability to improve pre-tax returns on invested capital. With a longer time horizon,
Mark A. MItchell

Fund Profile

Concentrated and Confident in Value

Mid-Cap > Value

Security Large Cap Value A Fund

DLMIX

Sep 9, 2006

The Security Large Cap Value Fund aims at long-term growth of capital, investing the majority of its assets in large-cap companies with total market value of $10 billion and above. The management thinks about investment opportunities over a three- to five-year time horizon. They try to make fewer but better decisions

Fund Profile

Don't Box Me In

Large-Cap > Value

Security Mid Cap Value Fund

CSRYX

Jan 1, 2003

Sticking with themes and identifying trends early, based on a combination of fundamental and quantitative research has guided the Security Mid Cap Value Fund, managed by Jim Shier, to the top percent among funds in its category. It has also topped the S&P 500 for the past five years.
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