Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Transparent Value Trust - Guggenheim RBP Large-Cap Defensive Fund (TVIDX)

12.16
-0.02
(-0.16%)
At close: April 2 at 8:02:18 PM EDT
Loading Chart for TVIDX
  • Previous Close 12.18
  • YTD Return 21.34%
  • Expense Ratio 0.92%
  • Category Large Blend
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 7.53M
  • Beta (5Y Monthly) 0.94
  • Yield 0.32%
  • 5y Average Return --
  • Holdings Turnover 68.00%
  • Last Dividend 0.01
  • 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 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 Blend

Fund Category

7.53M

Net Assets

2011-04-18

Inception Date

Performance Overview: TVIDX

View More

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

YTD Return

TVIDX
21.34%
Category
5.31%
 

1-Year Return

TVIDX
33.82%
Category
20.31%
 

3-Year Return

TVIDX
8.74%
Category
6.48%
 

5-Year Return

TVIDX
9.29%
Category
11.78%
 

People Also Watch

Holdings: TVIDX

View More

Sector Weightings

SectorTVIDX
Technology   28.98%
Healthcare   16.46%
Utilities   6.90%
Industrials   3.99%
Real Estate   0.90%
Energy   0.06%

Recent News: TVIDX

View More

Research Reports: TVIDX

View More

Top Mutual Funds