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Guggenheim StylePlus - Large Core Fund · NASDAQ
Price: $18.69 · Annual div: $4.76/share · Frequency: annual · Payout ratio: N/A · Ex-div: 2024-12-23
SFEPX (Guggenheim StylePlus - Large Core Fund) has a dividend yield of 25.49%, based on an annual dividend of $4.76 per share and a price of $18.69. Over the last 12 months it paid $0.0000 per share — a trailing yield of 0.00%. Dividends are paid annual.
Yield history: over the last 4 payments, SFEPX's 12-month yield ranged from 12.24% to 36.40%. Full SFEPX dividend history ↓
At a 25.49% yield, reinvesting every payout is not a realistic long-term assumption — payouts this high rarely last and the share price usually falls as they are paid, so we don't model DRIP growth for SFEPX.
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Year your monthly dividend income covers each expense (based on current settings)
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2024-12-23Latest | 2024-12-24 | $4.7634 | 18.72% | $25.45 |
| 2023-12-14 | — | $0.4720 | 36.40% | $19.37 |
| 2022-12-15 | — | $6.5780 | 33.07% | $23.79 |
| 2021-12-16 | — | $1.2890 | 12.24% | $28.20 |
| 2020-12-17 | — | $2.1620 | — | — |
| 2019-12-19 | — | $0.3280 | — | — |
| 2018-12-20 | — | $3.8420 | — | — |
| 2017-12-21 | — | $4.2460 | — | — |
| 2016-12-01 | — | $0.6240 | — | — |
| 2015-12-03 | — | $2.5360 | — | — |
The Guggenheim StylePlus - Large Core Fund endeavors to achieve overall returns that exceed those of the S&P 500 Index. Under typical conditions, the fund dedicates at least 80% of its portfolio to: (i) shares issued by corporations whose market values align with the range of companies listed in the S&P 500; (ii) financial instruments designed to provide investment exposure to large-capitalization companies similar to those in the index; and (iii) various equity-based derivative contracts.
SFEPX (Guggenheim StylePlus - Large Core Fund) has a dividend yield of 25.49%, based on an annual dividend of $4.76 per share and a price of $18.69. Over the last 12 months it paid $0.0000 per share — a trailing yield of 0.00%. Dividends are paid annual.
$10,000 in SFEPX at a 25.49% yield pays about $2,549 a year ($212 a month) before taxes. Payouts this high rarely last — don't count on this income continuing at today's rate.
At a 25.49% yield, reinvesting every payout is not a realistic long-term assumption — payouts this high rarely last and the share price usually falls as they are paid, so we don't model DRIP growth for SFEPX.
Enter your starting amount, monthly contribution and time horizon in the SFEPX DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
SFEPX's next ex-dividend date has not been announced yet; the most recent one was 2024-12-23. SFEPX pays dividends annual. Buy before the ex-dividend date to receive the next payment.
SFEPX's dividend changed -100.0% over the last year and 0.0% a year on average over five years.
Forward dividend yield from the latest data · open any DRIP calculator
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold SFEPX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 25.49% | 22.69% | $2,549 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 21.67% | 18.87% | $2,167 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 20.39% | 17.59% | $2,039 / yr |
| 🇬🇧 UK ISA | 0% | 25.49% | 22.69% | $2,549 / yr |
| 🇬🇧 UK Taxable | 8.75% | 23.26% | 20.46% | $2,326 / yr |
| 🇨🇦 TFSA | 0% | 25.49% | 22.69% | $2,549 / yr |
| 🇨🇦 CA Taxable | 25% | 19.12% | 16.32% | $1,912 / yr |
| 🇦🇺 Super (pension) | 15% | 21.67% | 18.87% | $2,167 / yr |
| 🇦🇺 AU Taxable | 30% | 17.84% | 15.04% | $1,784 / yr |
| 🇩🇪 DE Taxable | 26.375% | 18.77% | 15.97% | $1,877 / yr |
| 🇫🇷 FR Taxable | 30% | 17.84% | 15.04% | $1,784 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $4.76/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
SFEPX pays annually — 1 payment per year.
How SFEPX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SFEPX sourced from FMP /financial-growth endpoint — real data, not estimates.
Compare SFEPX with peers: SFEPX vs CCLAX · SFEPX vs CRMSX · SFEPX vs DNMDX
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SFEPX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Guggenheim StylePlus - Large Core Fund (SFEPX) is currently trading at $18.69, 27% below its 52-week high. The current dividend yield is 25.49% based on an annual payout of $4.76 per share.
Guggenheim StylePlus - Large Core Fund (SFEPX) is a financial services stock currently trading at $18.69 with a dividend yield of 25.49%. It pays an annual dividend of $4.76 per share.
Auto-generated from live market data. For educational purposes only — not financial advice.
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