NEW YORK, May 23, 2017 (GLOBE NEWSWIRE) — Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, has had Guggenheim Mid Cap Value Fund (SEVPX) named to the Q2 2017 Schwab Mutual Fund OneSource Select List® by Charles Schwab Investment Advisory, Inc. (CSIA).
Mutual funds on the Select List are rigorously screened by Schwab experts based on such factors as risk, performance, and expenses. Funds considered must be no-load, no-transaction fee mutual funds with a track record of at least three years.
“We’re honored that Guggenheim Mid Cap Value Fund has been placed on Schwab’s Mutual Fund OneSource Select List,” said Douglas Mangini, Guggenheim Senior Managing Director, and Head of Intermediary Distribution.
“Schwab’s Mutual Fund OneSource Select List is an important and popular tool for helping financial advisors and investors sort through thousands of available mutual funds and identify those which stand apart.”
Guggenheim Mid Cap Value Fund seeks to deliver long-term growth of capital by investing in equity securities of undervalued small- to medium-sized U.S. companies.
The Fund’s management team selects securities that appear undervalued by the overall market relative to assets, earnings, growth potential or cash flows. It applies a valuation-focused stock selection process that combines fundamental research with a proprietary quantitative screening process to identify companies the team believes have the potential to outperform.
About Guggenheim Investments
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with $217 billion1 in assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 275+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification and attractive long-term results.
1Guggenheim Investments total asset figure is as of 03.31.2017 and includes $11.7bn of leverage for assets under management and $0.4bn for assets for which Guggenheim provides administrative services. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, Transparent Value Advisors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management.
This communication is for informational purposes only and should not be considered as investing advice nor a recommendation of any particular security, strategy, investment product or investing platform. Guggenheim Investments and its affiliates are not affiliated with Schwab.
RISK CONSIDERATIONS
Read a fund’s prospectus and summary prospectus (if available) carefully before investing. It contains the fund’s investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. Obtain a prospectus and summary prospectus (if available) at www.guggenheiminvestments.com or call 800.820.0888.
Charles Schwab & Co., Inc., member SIPC, receives remuneration from fund companies participating in Schwab’s Mutual Fund OneSource® service for record keeping, shareholder services and other administrative services. Schwab also may receive remuneration from transaction fee fund companies for certain administrative services.
Charles Schwab Investment Advisory, Inc. (CSIA) is an affiliate of Charles Schwab & Co., Inc. Schwab Mutual Fund OneSource Select List® is a registered mark of Charles Schwab & Co., Inc. and used with permission.
The referenced fund is distributed by Guggenheim Funds Distributors, LLC. Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC (“Guggenheim”), which includes Guggenheim Funds Investment Advisors, LLC (“GFIA”), the investment advisor to the referenced fund. Guggenheim Funds Distributors, LLC is affiliated with Guggenheim and GFIA.
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
Member FINRA/SIPC
CONTACT: Media Contact Ivy McLemore Guggenheim Partners 212.518.9859 – office [email protected]