Guggenheim Mutual Funds
Guggenheim Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Guggenheim Limited Duration A | GILDX | Short-Term Bond | — | 5.04% | 21 | 0.720% | Average | Front Load | $2,500 | |
Guggenheim Limited Duration Instl | GILHX | Short-Term Bond | — | 5.24% | 15 | 0.470% | Above Average | Institutional | $2.0 Mil | |
Guggenheim Limited Duration P | GILPX | Short-Term Bond | — | 5.04% | 21 | 0.720% | Above Average | No Load | $0 | |
Guggenheim Limited Duration R6 | GIKRX | Short-Term Bond | — | 5.33% | 13 | 0.440% | Above Average | Retirement, Large | $2.0 Mil | |
Guggenheim Risk Managed Real Estt A | GURAX | Real Estate | 8.50% | 87 | 1.270% | Average | Front Load | $2,500 | ||
Guggenheim Risk Managed Real Estt C | GURCX | Real Estate | 7.88% | 92 | 1.930% | Average | Level Load | $2,500 | ||
Guggenheim Risk Managed Real Estt Instl | GURIX | Real Estate | 8.76% | 87 | 0.900% | Average | Institutional | $2.0 Mil | ||
Guggenheim Risk Managed Real Estt P | GURPX | Real Estate | 8.48% | 88 | 1.270% | Above Average | No Load | $0 | ||
Guggenheim Total Return Bond Instl | GIBIX | Intermediate Core-Plus Bond | — | 4.68% | 29 | 0.460% | Average | Institutional | $2.0 Mil |
Guggenheim Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank