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Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund (TVFMX)

12.73
0.00
(0.00%)
At close: February 7 at 8:01:31 PM EST
Loading Chart for TVFMX
  • Previous Close 12.73
  • YTD Return 13.84%
  • Expense Ratio 1.18%
  • Category Large Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 10.89M
  • Beta (5Y Monthly) 1.01
  • Yield 0.07%
  • 5y Average Return --
  • Holdings Turnover 68.00%
  • Last Dividend 0.01
  • Inception Date Feb 15, 2011

The fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in securities of large-capitalization 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.

Guggenheim Investments

Fund Family

Large Growth

Fund Category

10.89M

Net Assets

2011-02-15

Inception Date

Performance Overview: TVFMX

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Trailing returns as of 8/16/2024. Category is Large Growth.

YTD Return

TVFMX
13.84%
Category
12.38%
 

1-Year Return

TVFMX
19.63%
Category
41.70%
 

3-Year Return

TVFMX
5.28%
Category
22.56%
 

5-Year Return

TVFMX
10.45%
Category
21.98%
 

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Holdings: TVFMX

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Sector Weightings

SectorTVFMX
Technology   28.73%
Healthcare   13.22%
Industrials   8.66%
Energy   3.41%
Real Estate   3.07%
Utilities   2.41%

Recent News: TVFMX

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Research Reports: TVFMX

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