Guggenheim StylePlus - Large Core Fund Class C (SFECX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.03: the stock has moved about 3% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gpt-4o-mini, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerGuggenheim StylePlus - Large Core Fund Class C (SFECX) trades at $29.47. Guggenheim StylePlus - Large Core Fund Class C (SFECX) is an asset management fund focused on long-term capital growth, primarily through equity investments. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for SFECX: SFECX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Guggenheim StylePlus - Large Core Fund Class C (SFECX) Financial Services Profile
Guggenheim StylePlus - Large Core Fund Class C (SFECX) is an asset management fund dedicated to achieving long-term capital growth by investing primarily in equity securities, aiming to exceed the performance of the S&P 500 Index through a diversified portfolio strategy.
What Is the Investment Thesis for SFECX?
Guggenheim StylePlus - Large Core Fund Class C (SFECX) is positioned to leverage its investment strategy to capitalize on the growth of large-cap U.S. equities. With a focus on exceeding the S&P 500 Index, the fund's allocation of at least 80% of assets in equities allows it to benefit from market growth. The fund's current market cap of $0.25 billion indicates a solid base, while the absence of dividends suggests a reinvestment strategy aimed at maximizing capital appreciation. Key value drivers include the performance of the underlying equities, market conditions favoring large-cap growth, and the fund's ability to manage risks effectively. The competitive landscape includes peers such as BTEFX, BTMFX, CFVLX, FIMPX, and FISPX, which indicates a robust market environment for asset management funds. Investors may want to evaluate the fund's performance relative to these peers as a measure of its effectiveness in achieving its stated objectives.
Based on FMP financials and quantitative analysis
SFECX Key Highlights
Market cap of $0.25 billion indicates a stable asset base.
- Beta of 1.03 suggests the fund's performance is closely aligned with market movements.
- The fund aims to exceed the total return of the S&P 500 Index, a key performance benchmark.
- No dividend yield reflects a focus on capital growth rather than income generation.
- Investment strategy involves at least 80% allocation in equity securities, enhancing growth potential.
Who Are SFECX's Competitors?
SFECX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BTEFX Boston Trust Equity Fund | $48.55 | +0.43% | $245M | — |
| BTMFX Boston Trust Midcap Fund | $24.54 | +0.37% | $167M | — |
| CFVLX Commerce Funds Value Fund, Institutional Shares | $36.28 | +0.69% | $219M | — |
| FIMPX Nuveen Small Cap Growth Opportunities Fund Class I | $38.42 | +1.16% | $266M | — |
| FISPX Federated Hermes Max-Cap Index Fund Institutional Shares | $9.65 | +0.73% | $292M | — |
| BLK BlackRock, Inc. | $1074.14 | +1.37% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.34 | -0.98% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SFECX's Key Strengths?
Strong focus on large-cap equities which are typically more stable.
- Established track record of performance against benchmarks.
- Access to Guggenheim's extensive investment resources and expertise.
What Are SFECX's Weaknesses?
No dividend yield may deter income-focused investors.
- Limited brand recognition compared to larger funds in the industry.
- Dependence on market conditions for performance.
What Are the Key Risks for SFECX?
Market volatility could negatively impact fund performance.
- Competition from lower-cost passive investment options remains a challenge.
- Regulatory changes may affect the asset management industry.
What Are SFECX's Competitive Advantages?
- Established reputation within the asset management industry.
- Focus on large-cap equities provides stability and growth potential.
- Ability to leverage Guggenheim's extensive resources and expertise.
What Does SFECX Do?
Guggenheim StylePlus - Large Core Fund Class C (SFECX) is an investment fund that operates under the Guggenheim Investments umbrella, which was founded in 1997. The fund focuses on long-term capital growth and aims to outperform the S&P 500 Index, a benchmark for large-cap U.S. equities. SFECX pursues its investment objective by maintaining a diversified portfolio that allocates at least 80% of its assets in equity securities issued by companies with market capitalizations similar to those included in the S&P 500. This includes direct equity investments, as well as investment vehicles that provide exposure to these companies and equity derivatives. The fund's strategy is designed to capitalize on the growth potential of large-cap stocks, which are typically more stable and less volatile compared to smaller companies. As of now, the fund has a market capitalization of approximately $0.25 billion, reflecting its position within the asset management industry. SFECX does not currently offer dividends, which aligns with its growth-focused investment strategy. The fund is based in Rockville, US, and serves a diverse range of investors seeking capital appreciation through a professionally managed investment vehicle.
What Products and Services Does SFECX Offer?
- Invests primarily in equity securities of large-cap companies.
- Aims to exceed the total return of the S&P 500 Index.
- Maintains a diversified portfolio to manage risk.
- Allocates at least 80% of assets in equities and related investment vehicles.
- Utilizes equity derivatives to enhance returns.
- Focuses on long-term capital growth for investors.
How Does SFECX Make Money?
- Generates returns through capital appreciation of equity investments.
- Charges management fees based on assets under management.
- Utilizes a diversified investment strategy to mitigate risk.
- Invests in growth-oriented sectors to maximize potential returns.
What Industry Does SFECX Operate In?
The asset management industry is characterized by a growing demand for investment vehicles that provide capital appreciation and risk management. With the S&P 500 Index serving as a benchmark, funds like Guggenheim StylePlus - Large Core Fund Class C (SFECX) are positioned to attract investors seeking long-term growth. The industry has seen a trend towards passive investment strategies, but actively managed funds continue to hold a significant share due to their potential for outperforming benchmarks. The competitive landscape includes various funds that target similar investment objectives, making differentiation through performance and strategy essential for success.
Who Are SFECX's Key Customers?
- Individual investors seeking long-term capital growth.
- Institutional investors looking for diversified equity exposure.
- Financial advisors managing client portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
SFECX Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on large-cap equities which are typically more stable.
- Established track record of performance against benchmarks.
- Access to Guggenheim's extensive investment resources and expertise.
- Upcoming: Continued growth in the U.S. equity market could enhance fund performance.
Bear Case
- No dividend yield may deter income-focused investors.
- Limited brand recognition compared to larger funds in the industry.
- Dependence on market conditions for performance.
- Potential: Market volatility could negatively impact fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SFECX Latest News
No recent news available for SFECX.
SFECX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SFECX.
Price Targets
Wall Street price target analysis for SFECX.
SFECX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SFECX; grades run from A+ (80-100) to F (below 30).
Guggenheim StylePlus - Large Core Fund Class C Financials Stock: Key Questions Answered
What do analysts say about SFECX stock?
Analysts generally view Guggenheim StylePlus - Large Core Fund Class C as a solid option for investors seeking exposure to large-cap equities.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Data is based on current market conditions and may be subject to change.