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Morningstar

Guggenheim Limited Duration Instl GILHX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 23.75  /  0.05 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 2.66%
  • Effective Duration 1.92 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis GILHX

Will GILHX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GILHX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GILHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GILHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

We Are Placing Several Guggenheim Funds Under Review Following the Death of CIO Scott Minerd

Strategist

Analyst Note

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