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Transparent Value Trust - Guggenheim RBP Dividend Fund (TVECX)

16.38
-0.04
(-0.24%)
At close: January 17 at 8:01:17 PM EST
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DELL
  • Previous Close 16.42
  • YTD Return 22.53%
  • Expense Ratio 1.92%
  • Category Large Value
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 17.32M
  • Beta (5Y Monthly) 0.97
  • Yield 0.16%
  • 5y Average Return --
  • Holdings Turnover 73.00%
  • Last Dividend 0.00
  • Inception Date Apr 18, 2011

The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in securities of dividend paying companies that comprise the index at the time of initial purchase. The index consists of common stock of companies, and units of beneficial ownership in real estate investment trusts ("REITs"), in the Dow Jones U.S. Large-Cap Total Stock Market Index SM and the Dow Jones U.S. Mid-Cap Total Stock Market Index SM.

Guggenheim Investments

Fund Family

Large Value

Fund Category

17.32M

Net Assets

2011-04-18

Inception Date

Performance Overview: TVECX

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Trailing returns as of 10/25/2024. Category is Large Value.

YTD Return

TVECX
22.53%
Category
4.44%
 

1-Year Return

TVECX
35.81%
Category
14.37%
 

3-Year Return

TVECX
10.49%
Category
6.04%
 

5-Year Return

TVECX
11.97%
Category
9.20%
 

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Holdings: TVECX

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Sector Weightings

SectorTVECX
Technology   30.62%
Healthcare   10.09%
Industrials   6.98%
Real Estate   6.79%
Energy   4.88%
Utilities   4.66%

Recent News: TVECX

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Research Reports: TVECX

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