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Morningstar

Guggenheim Core Bond Fund A SIUSX

Morningstar Analyst Rating
Analyst rating as of | See Guggenheim Investment Hub
  • NAV / 1-Day Return 16.66  /  0.69 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.28%
  • Effective Duration 6.86 years

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis SIUSX

Will SIUSX 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 SIUSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SIUSX 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 SIUSX’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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