Guggenheim StylePlus - Large Core Fund Institutional (GILIX) Research

This fund endeavors to deliver overall returns exceeding those of the S&P 500 Index. To achieve this, it customarily invests a minimum of 80% of its capital in three main categories: common stocks of companies with market capitalizations akin to the S&P 500 constituents; financial products offering indirect investment exposure to firms of comparable scale; and equity-based derivative contracts.

Market snapshot

Symbol
GILIX
Price
$25.86
Day change
+1.49%
Market cap
$280.6M
52-week range
20.6-26.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Boston Trust Equity Fund (BTEFX)
  • Boston Trust Midcap Fund (BTMFX)
  • Commerce Funds Value Fund, Institutional Shares (CFVLX)
  • Nuveen Small Cap Growth Opportunities Fund Class I (FIMPX)
  • Federated Hermes Max-Cap Index Fund Institutional Shares (FISPX)
  • Harding Loevner Institutional Emerging Markets Portfolio (HLMEX)
  • Nuveen Small-Cap Value Opportunities Fund Class R6 (NSCFX)
  • Nuveen Small-Cap Value Opportunities Fund Class I (NSCRX)

Open Guggenheim StylePlus - Large Core Fund Institutional (GILIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.