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Guggenheim Total Return Bond Instl GIBIX

Analyst rating as of
NAV / 1-Day Return
24.99  /  0.01 %
Total Assets
20.4 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
10.71 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
3.30%
Effective Duration
7.19 years

Morningstar’s Fund Analysis GIBIX

Will GIBIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Paired with lower costs, this impressive offering would look even better.

Strategist

Summary

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Guggenheim Total Return Bond brings together a compelling strategy and considerable resources. With an upgrade to Above Average for the strategy’s People Pillar, its cheapest share classes now carry Bronze Analyst ratings, and Neutral for its costlier C shares.

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