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SEQAX Guggenheim World Equity Income A

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Fund SEQAX Guggenheim World Equity Income A
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Annual Fees
(1.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
Est. savings over 30 yrs
As of 11/30/16
1 YR RETURN 7.21%
3 YR 3.92%
5 YR 8.38%
10 YR 2.20%
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 liquid investment vehicles.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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