Guggenheim Investment Grade Fund Quote
| SIUPX Fund | USD 16.19 0.01 0.06% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Guggenheim Investment is trading at 16.19 as of the 23rd of November 2024; that is 0.06% increase since the beginning of the trading day. The fund's open price was 16.18. Guggenheim Investment 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. Equity ratings for Guggenheim Investment Grade are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in investment grade fixed-income securities. It may, without limitation, seek to obtain exposure to the securities in which it primarily invests through a variety of investment vehicles, principally closed-end funds, exchange-traded funds and other mutual funds. More on Guggenheim Investment Grade
Moving against Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 26th of May 2023 |
| Fiscal Year End | September |
Guggenheim Investment Grade [SIUPX] is traded in USA and was established 23rd of November 2024. Guggenheim Investment is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Guggenheim Investments family. This fund at this time has accumulated 1.46 B in assets with no minimum investment requirementsGuggenheim Investment is currently producing year-to-date (YTD) return of 2.48% with the current yeild of 0.04%, while the total return for the last 3 years was -2.74%.
Check Guggenheim Investment 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 Investment Grade 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 Investment Grade Mutual Fund Constituents
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond |
Guggenheim Investment Risk Profiles
| Mean Deviation | 0.2073 | |||
| Standard Deviation | 0.2732 | |||
| Variance | 0.0746 | |||
| Risk Adjusted Performance | (0.06) |
Guggenheim Investment Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Investment 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 Investment security.
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