Guggenheim StylePlus - Large Core Fund
SFEPX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 702 King Farm Boulevard Rockville MD United States of America 20850
- IPO Date
- May 1, 2015
- CIK
- 0000088525
- Similar Companies
- Business
- Guggenheim StylePlus - Large Core Fund (SFEPX) is an actively managed mutual fund offered by Guggenheim Funds Investment Trust, a registered open-end investment company. The fund seeks long-term capital appreciation by investing primarily in large-cap U.S. equities; it employs a dynamic style allocation strategy that dynamically shifts exposure between growth and value stocks based on proprietary quantitative models and market conditions. Core holdings include a diversified portfolio of approximately 200-300 securities from the Russell 1000 Index, with sector allocations across technology, financials, healthcare, consumer discretionary, and industrials; the fund also incorporates modest tactical tilts toward small-cap or international stocks for enhanced returns. Guggenheim Funds, headquartered in Chicago, Illinois, and established in 1997 as part of the Guggenheim Partners family of investment vehicles, distributes the fund through broker-dealers, financial advisors, and retirement platforms targeting individual and institutional investors. The fund operates exclusively within the U.S. large-cap equity segment of the mutual fund industry, with assets under management typically ranging from $500 million to $1 billion and a focus on institutional-quality research from Guggenheim's global investment teams. No significant recent partnerships, acquisitions, funding rounds, or product launches have been reported for the fund or its sponsor in the last 1-2 years; it maintains its core strategy amid market volatility, with minor portfolio adjustments in response to 2024-2025 economic shifts such as interest rate changes and sector rotations.