The Guggenheim Mid Cap Value Fund (SEVPX) has been chosen by Charles Schwab Investment Advisor (CSIA) to be on the Q3 2016 Schwab Mutual Fund OneSource Select List.
Mutual funds on the Select List are rigorously screened by Schwab experts based on such factors as risk, performance, and expenses.
“Schwab has an outstanding reputation as a key service provider to registered investment advisors and individual investors,” says Douglas Mangini, Guggenheim Senior Managing Director, and Head of Intermediary Distribution. “Schwab’s selection of Guggenheim Mid Cap Value Fund for the OneSource Select List is a milestone for our firm.”
Guggenheim Mid Cap Value Fund seeks to deliver long-term growth of capital by investing in equity securities of undervalued small- to medium-sized US companies.
The Fund’s management team selects securities that appear undervalued by the overall market relative to assets, earnings, growth potential or cash flows and 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.