Guggenheim Diversified Income Fund Quote
| GUDAX Fund | USD 25.43 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Guggenheim Diversified is trading at 25.43 as of the 17th of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 25.43. Guggenheim Diversified has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The Advisor intends to pursue the funds investment objective by constructing a broadly diversified global portfolio with exposure across multiple high-income asset classes that provide an opportunity for growth. The fund seeks diversification by investing primarily in asset classes that Guggenheim Partners Investment Management, LLC believes provide exposure to different geographic regions, different positions in issuers capital structures and different investment styles.. More on Guggenheim Diversified Income
Moving against Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Update Date | 31st of December 2024 |
Guggenheim Diversified Income [GUDAX] is traded in USA and was established 17th of January 2025. Guggenheim Diversified is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Guggenheim Investments family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 6.15 M in assets under management (AUM) with no minimum investment requirementsGuggenheim Diversified is currently producing year-to-date (YTD) return of 0.2% with the current yeild of 0.04%, while the total return for the last 3 years was 3.35%.
Check Guggenheim Diversified 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 Diversified Income 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 Diversified Income Mutual Fund Constituents
| RVT | Royce Value Closed | Stock | Financials | |
| GILHX | Guggenheim Limited Duration | Mutual Fund | Short-Term Bond | |
| GIUSX | Guggenheim Investment Grade | Mutual Fund | Intermediate Core Bond | |
| WEA | Western Asset Premier | Etf | Asset Management | |
| SHYIX | Guggenheim High Yield | Mutual Fund | High Yield Bond | |
| SEWIX | Guggenheim World Equity | Mutual Fund | World Large-Stock Value | |
| PDT | John Hancock Premium | Etf | Asset Management | |
| NHS | Neuberger Berman High | Fund | Asset Management |
Guggenheim Diversified Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Diversified 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 Diversified security.
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