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Guggenheim Total Return Bond Instl GIBIX

Analyst rating as of
NAV / 1-Day Return
23.61  /  0.54 %
Total Assets
18.2 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
11.02 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
3.92%
Effective Duration
7.40 years

Morningstar’s Fund Analysis GIBIX

Will GIBIX outperform in future?

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

A bumpy 2022 doesn't detract from this strategy's appeal.

Strategist

Summary

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Guggenheim Total Return Bond devotes considerable resources to a thorough, deliberate process. Its ‎cheapest share classes carry Morningstar Analyst Ratings of Bronze while its costlier C shares are rated Neutral.‎

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