Guggenheim World Equity Income Fund

Guggenheim World Equity Income Fund is a registered fund series of Guggenheim Funds Trust (series S000008807). Net assets $51.9M as of 2024-09-30.

Profile

Advisers

Top holdings (152 reported)

Showing 15 of 152 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp$1.7M320.29%
Apple Inc$1.6M317.30%
Microsoft Corp$1.6M303.10%
Alphabet Inc$1.1M207.12%
Amazon.com Inc$901K173.54%
iShares MSCI EAFE ETF$747K143.72%
SPDR S&P 500 ETF Trust$744K143.15%
Home Depot Inc/The$652K125.51%
Johnson & Johnson$647K124.54%
Novo Nordisk A/S$599K115.38%
IBM$597K114.91%
Walmart Inc$565K108.82%
Verizon Communications Inc$556K107.04%
Goldman Sachs Group Inc/The$545K104.85%
PepsiCo Inc$531K102.27%

Net asset history

Report dateNet assets
2024-09-30$51.9M
2024-06-30$49.4M
2024-03-31$49.3M
2023-12-31$47.4M
2023-09-30$44.7M
2023-06-30$46.1M
2023-03-31$45.5M
2022-12-31$45.2M

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