Guggenheim Mid-Cap Core is an open-end management investment company. The Fund seeks investment results that correspond generally to the performance of an index called the Zacks Mid-Cap Core Index (the Index). The Index is comprised of 100 securities selected, based on investment and other criteria, from a universe of mid-capitalization common stocks, including master limited partnerships, and American depositary receipts. As of Aug 31 2015, the Fund's total assets were $154,307,127 and the Fund's investment portfolio was valued at $153,363,133. The CZA YTD return is shown above.
The YTD Return on the CZA YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether CZA YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the CZA YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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