Guggenheim Limited Duration Fund Quote
| GILDX Fund | USD 24.41 0.01 0.04% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Guggenheim Limited is trading at 24.41 as of the 27th of November 2024; that is 0.04 percent down since the beginning of the trading day. The fund's open price was 24.42. Guggenheim Limited has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Guggenheim Limited Duration are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The advisor intends to pursue the funds investment objective by investing at least 80 percent of its assets in a diversified portfolio of debt securities, financial instruments that should perform similarly to debt securities and investment vehicles that provide exposure to debt securities, and debt-like securities, including individual securities, investment vehicles and derivatives giving exposure to fixed-income markets.. More on Guggenheim Limited Duration
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Guggenheim Limited Duration [GILDX] is traded in USA and was established 27th of November 2024. Guggenheim Limited is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Short-Term Bond category and is part of Guggenheim Investments family. This fund currently has accumulated 3.51 B in assets under management (AUM) with no minimum investment requirementsGuggenheim Limited is currently producing year-to-date (YTD) return of 5.1% with the current yeild of 0.04%, while the total return for the last 3 years was 2.43%.
Check Guggenheim Limited Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guggenheim Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guggenheim Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guggenheim Limited Duration Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guggenheim Limited Duration Mutual Fund Constituents
| AGG | iShares Core Aggregate | Etf | Intermediate Core Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| GIFIX | Guggenheim Floating Rate | Mutual Fund | Bank Loan |
Guggenheim Limited Risk Profiles
| Mean Deviation | 0.0803 | |||
| Standard Deviation | 0.1093 | |||
| Variance | 0.0119 | |||
| Downside Variance | 0.0115 |
Guggenheim Limited Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Limited financial ratios help investors to determine whether Guggenheim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guggenheim with respect to the benefits of owning Guggenheim Limited security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |