Resources

Dow Jones Historical Trends Chart

Dow Jones Historical Trends Chart:

Over the last 117 years, the stock market has rewarded some investors with long-term growth. History shows that the equity market enters long periods of high returns, followed by lengthy periods of lower ones.

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Modern Market Scorecard

Modern Market Scorecard:

The chart style is commonly used to explain why investors should consider diversifying across various asset classes and strategies. It ranks various asset classes and strategies from best to worst performers every year.

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Asset Class Correlation Map

Asset Class Correlation Map:

Is your portfolio diversified? If you’re investing in asset classes that perform similarly—especially in downward-moving markets—the answer could be no. This table illustrates how various asset classes historically correlate to one another.

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An In-Depth Look At Defined Maturity ETFs

An In-Depth Look At Defined Maturity ETFs:

This 12-page white paper provides an in-depth look at defined maturity ETFs including the growth and usage of fixed-income ETFs, how defined maturity ETFs can be used to obtain targeted exposure to specific points on the yield curve, how they compare to alternative investment vehicles, as well as various implementation strategies for the funds within a portfolio. 

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"ETFs vs. Mutual Funds: The True Cost of Investing" White Paper

"ETFs vs. Mutual Funds: The True Cost of Investing" White Paper1

This white paper provides an informative look at the true cost of ownership of no-transaction-fee (NTF) mutual funds and ETFs—with a focus on active investing strategies. 


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Equal Weight Sector Investing Insights

Equal Weight Sector Investing Insights2

This informative piece provides insights on the differences between a cap‐weight and equal weight sector investing approach—highlighting the potential performance, diversification and systematic rebalancing benefits of equal weighting within a specific sector. .

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Essentials of Alternatives

Essentials of Alternatives

Interest in alternative investments has been growing for years, but still many investors don’t know exactly what they are. This comprehensive educational resource provides an extensive overview of alternative investments, including what they are and how they’ve traditionally been accessed, plus the potential benefits of investing in alternatives using mutual funds and ETFs.

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Exploring ETFs

Exploring ETFs

Today ETFs are listed on all major stock exchanges (domestic and globally) and are proving an effective liquid investment that generally are more tax efficient than traditional mutual funds. Learn more about ETFs and the important role they can potentially play in investor portfolios.

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Looking for Tax Efficiency

Looking for Tax Efficiency

Preparing for tax season? ETFs are tax-efficient investments that generally produce lower capital gains distributions than open-end mutual funds.3 Guggenheim’s “Looking for Tax Efficiency” piece describes how the ETF structure and the role of the authorized participant help to facilitate this process.

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1 Equal Weight ETFs may not be suitable for all investors. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost.  Most investors will also incur customary brokerage commissions when buying or selling shares of an ETF.  Investments in securities are subject to market risks that may cause their prices to fluctuate over time.  Please review a prospectus carefully for more information of the risks associated with each ETF. Sector funds may not be suitable for all investors.  Investing in sector funds is more volatile than investing in broadly diversified funds, as there is a greater risk due to the concentration of the fund’s holdings in issuers of the same or similar offerings.
There can be no assurance that any investment product will achieve its investment objective(s). There are risks associated with investing, including the entire loss of principal invested. Investing involves market risk. The investment return and principal value of any investment product will fluctuate with changes in market conditions.
3 There are mutual funds that are managed with the goal of achieving tax efficiency.
The information contained herein is for educational and illustrative purposes and should not be regarded as tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.

 

Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or contact us.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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