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Dow Jones Historical Trends Chart

Over the last 117 years, the stock market has rewarded some investors with long-term growth. History shows that the equity market enters long periods of high returns, followed by lengthy periods of lower ones.

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Modern Market Scorecard

The chart style is commonly used to explain why investors should consider diversifying across various asset classes and strategies. It ranks various asset classes and strategies from best to worst performers every year.

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Asset Class Correlation Map

Asset Class Correlation Map

Is your portfolio diversified? If you’re investing in asset classes that perform similarly—especially in downward-moving markets—the answer could be no. This table illustrates how various asset classes historically correlate to one another.

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Crucial Conversations

Crucial Conversations – Putting Pullbacks in Perspective

We take a look at the severity of past market pullbacks to help you put market downturns into context.

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The Diversification Dilemma

The Diversification Dilemma

How diversified are investor portfolios? The answer is that, when diversification is needed most, portfolios may not be as diversified as investors assume.

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"ETFs vs. Mutual Funds: The True Cost of Investing" White Paper

“ETFs vs. Mutual Funds: The True Cost of Investing” White Paper1

This white paper provides an informative look at the true cost of ownership of no-transaction-fee (NTF) mutual funds and ETFs—with a focus on active investing strategies. 

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An In-Depth Look At Defined Maturity ETFs

An In-Depth Look At Defined Maturity ETFs

This 12-page white paper provides an in-depth look at defined maturity ETFs including the growth and usage of fixed-income ETFs, how defined maturity ETFs can be used to obtain targeted exposure to specific points on the yield curve, how they compare to alternative investment vehicles, as well as various implementation strategies for the funds within a portfolio. 

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Looking for Tax Efficiency

Looking for Tax Efficiency

Preparing for tax season? ETFs are tax-efficient investments that generally produce lower capital gains distributions than open-end mutual funds.2 Guggenheim’s “Looking for Tax Efficiency” piece describes how the ETF structure and the role of the authorized participant help to facilitate this process.

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Exploring ETFs

Exploring ETFs

Today ETFs are listed on all major stock exchanges (domestic and globally) and are proving an effective liquid investment that generally are more tax efficient than traditional mutual funds. Learn more about ETFs and the important role they can potentially play in investor portfolios.

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View on Collateralized Loan Obligations

View on Collateralized Loan Obligations

Overview of collateralized loan obligations (CLOs) and the important role they can potentially play in investor portfolios.

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Investing in Election Year Markets

Presidential election years are unique to say the least, and this election year is shaping up to be like no other. The impact that elections can have on markets and investor portfolios can be significant. In this installment of Investing in Election Year Markets, we take a historical look at how markets have behaved during these cycles.

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Equal Weight ETFs White Paper

Equal Weight ETFs

Our Equal Weight White Paper, A Strategic Beta Approach for Evolving Markets, explores how the equal weight approach creates unbiased exposure to market risk factors, enhances risk control, and offers greater opportunity to capture long-term equity performance.

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White Paper: Uncovering Purity of Style. A Look at Pure Style Investing

White Paper: Uncovering Purity of Style. A Look at Pure Style Investing

This piece examines how pure style indices seek to more clearly delineate between value and growth, with less overlap than traditional style indices. It also explains why a “pure style” approach may help investors better identify the spread in value and growth performance across investment cycles.

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Enhance Your Portfolio with Infrastructure

In today's low interest rate environment, infrastructure securities may offer attractive yield potential for investors seeking to enhance income. Infrastructure companies provide essential services necessary for populations and economies to function, prosper and grow. Explore the macrotrends that are driving growth in infrastructure and why a yield-weighted approach to infrastructure may offer attractive income and capital appreciation opportunities.

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1 Equal Weight ETFs may not be suitable for all investors. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than original cost.  Most investors will also incur customary brokerage commissions when buying or selling shares of an ETF.  Investments in securities are subject to market risks that may cause their prices to fluctuate over time.  Please review a prospectus carefully for more information of the risks associated with each ETF. Sector funds may not be suitable for all investors.  Investing in sector funds is more volatile than investing in broadly diversified funds, as there is a greater risk due to the concentration of the fund’s holdings in issuers of the same or similar offerings.

2 There are mutual funds that are managed with the goal of achieving tax efficiency.

The information contained herein is for educational and illustrative purposes and should not be regarded as tax advice. Please consult your tax advisor and/or state and local tax offices for more complete information.



Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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