Guggenheim StylePlus-Large Core Fund

Guggenheim StylePlus-Large Core Fund is a registered fund series of Guggenheim Funds Trust (series S000008805). Net assets $264.2M as of 2024-09-30.

Profile

Advisers

Top holdings (85 reported)

Showing 15 of 85 holdings by value.

HoldingTickerValue% of fund
Guggenheim Partners Investment Management LLCGFSCX$83.2M3147.77%
Guggenheim Partners Investment Management LLCGFSBX$72.2M2731.53%
Guggenheim Partners Investment Management LLC$33.9M1284.44%
Wells Fargo Bank, N.A.$33.9M1281.82%
Dreyfus Treasury Securities Ca$13.2M498.80%
Microsoft Corp$4.2M160.11%
Apple Inc$3.7M139.57%
NVIDIA Corp$3.5M133.83%
Amazon.com Inc$2.1M79.35%
Alphabet Inc$1.9M73.46%
Johnson & Johnson$1.0M39.20%
AbbVie Inc$1.0M38.33%
Broadcom Inc$1.0M38.20%
Caterpillar Inc$924K34.98%
Merck & Co Inc$900K34.08%

Net asset history

Report dateNet assets
2024-09-30$264.2M
2024-06-30$255.6M
2024-03-31$251.2M
2023-12-31$228.3M
2023-09-30$208.7M
2023-06-30$219.4M
2023-03-31$207.0M
2022-12-31$196.6M

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