| No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
|---|---|---|---|---|---|---|---|---|
| Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
| 1. | Guggenheim Risk Managed Real Estate Fund Class P (GURPX) | The fund investment aims to provide total return, comprised of capital appreciation and current income. The fund normally invests at least 80% of its ...Detailed Profile | $38.6 | 26.77% | 1.78% | |||
| 2. | Guggenheim Large Cap Value Fund Class P (SEGPX) | The fund has a full name Guggenheim Large Cap Value Fund P Class, and is available for active trading/investments in the American markets in the USD ...Detailed Profile | $50.42 | 20.79% | 1.15% | |||
| 3. | PACE Large Co Value Equity Investments Class P (PCLVX) | The investment seeks capital appreciation and dividend income. The fund invests primarily in stocks of U.S. companies that are believed to be ...Detailed Profile | $25.38 | 20.66% | 1.23% | |||
| 4. | Virtus AllianzGI Water Fund Class P (AWTPX) | The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of ...Detailed Profile | $24.01 | 20.62% | 0.94% | |||
| 5. | Guggenheim StylePlus - Large Core Fund Class P (SFEPX) | The investment seeks long-term growth of capital. The fund seeks to exceed the total return of the S&P 500 Index. It pursues its objective by investing, ...Detailed Profile | $28 | 20.12% | 1.55% | |||
| 6. | Virtus AllianzGI Focused Growth Fund Class P (AOGPX) | The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by normally investing primarily in equity ...Detailed Profile | $58.44 | 20% | 0.71% | |||
| 7. | Guggenheim RBP Dividend Fund Class P (TVEFX) | The fund works with an aim to provide investment results that, before fees and expenses, correspond generally to the total return performance of the ...Detailed Profile | $15.28 | 19.3% | 1.2% | |||
| 8. | Lord Abbett Mid Cap Stock Fund Class P (LMCPX) | The investment seeks capital appreciation through investments, primarily in equity securities, which are believed to be undervalued in the marketplace. ...Detailed Profile | $33.69 | 18.94% | 1.22% | |||
| 9. | Guggenheim Directional Allocation Fund Class P (TVFRX) | The mutual fund is designed to provide investment results that, before fees and expenses, correspond generally to the performance of the Guggenheim ...Detailed Profile | $18.9 | 18.87% | 1.35% | |||
| 10. | Guggenheim RBP Large-Cap Market Fund Class P (TVFMX) | The fund works with an aim to provide investment results that, before fees and expenses, correspond generally to the total return performance of the ...Detailed Profile | $14.34 | 18.7% | 1.2% | |||
| 11. | Guggenheim RBP Large-Cap Value Fund Class P (TVVFX) | The fund investment aims to provide investment results that, before fees and expenses, correspond generally to the total return performance of the ...Detailed Profile | $11.98 | 18.6% | 1.2% | |||
| 12. | Virtus NFJ Large-Cap Value Fund Class P (ALCPX) | The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets (plus borrowings made for ...Detailed Profile | $34.32 | 18.1% | 0.76% | |||
| 13. | PACE Large Co Growth Equity Investments Class P (PCLCX) | The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to have substantial potential for capital ...Detailed Profile | $31.75 | 17.81% | 0.88% | |||
| 14. | Virtus NFJ Dividend Value Fund Class P (ADJPX) | The investment seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its ...Detailed Profile | $13.17 | 17.33% | 0.73% | |||
| 15. | Virtus AllianzGI Mid-Cap Growth Fund Class P (ARMPX) | The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets (plus ...Detailed Profile | $7.52 | 16.74% | 0.73% | |||
| 16. | Virtus NFJ Mid-Cap Value Fund Class P (ANRPX) | The investment seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its ...Detailed Profile | $28.13 | 16.12% | 0.75% | |||
| 17. | Virtus AllianzGI International Small-Cap Fund Class P (ALOPX) | The investment seeks maximum long-term capital appreciation. The fund seeks to achieve its objective by normally investing at least 80% of its net assets ...Detailed Profile | $44.52 | 14.28% | 1.1% | |||
| 18. | Virtus AllianzGI Small-Cap Fund Class P (AZBPX) | The investment seeks long-term growth of capital and income. The fund seeks to achieve its objective by normally investing at least 80% of its net assets ...Detailed Profile | $27.85 | 14.28% | 0.97% | |||
| 19. | PACE International Equity Investments Class P (PCIEX) | The investment seeks capital appreciation. The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in ...Detailed Profile | $19.46 | 14.03% | 1.44% | |||
| 20. | 1789 Growth and Income Fund Class P (PSEPX) | The fund investment attempts total return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its ...Detailed Profile | $16.44 | 13.89% | 1.03% | |||
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