|Guggenheim Investments, P.O. Box 758567 , Topeka, KS 66675|
|Fund Manager||Michael P. Byrum|
|Manager Tenure||17 Years|
The Health Care Fund (the Fund) seeks to provide capital appreciation by investing in companies that are involved in the health care industry (Health Care Companies) . Under normal circumstances, the Fund invests substantially all (at least 80%) of its net assets in equity securities of Health Care Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. The Advisor employs a proprietary quantitative and qualitative methodology to identify Health Care Companies in which to invest. The methodology utilizes screens based on price, liquidity, and tradability. Stocks are weighted using a proprietary modified capitalization weighting methodology. The portfolio may be further adjusted to comply with regulatory investment limitations or as determined appropriate by the Advisor.
|Asset Type||% Of Allocation|
|Total Net Assets||6.39 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|JNJ||JOHNSON & JOHNSON||3.06%|
|UNH||UNITEDHEALTH GROUP INC||2.87%|
|LLY||ELI LILLY & CO||2.22%|
|TMO||THERMO FISHER SCIENTIFIC INC||2.11%|
|MRK||MERCK & CO||2.07%|
|BMY||BRISTOL MYERS SQUIBB CO||1.80%|
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