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Guggenheim Floating Rate Strats Instl (GIFIX)

23.87
-0.01
(-0.04%)
At close: 8:03:51 PM EDT
Loading Chart for GIFIX
  • Previous Close 23.88
  • YTD Return 0.78%
  • Expense Ratio 0.80%
  • Category Bank Loan
  • Last Cap Gain -22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 934.13M
  • Beta (5Y Monthly) 0.19
  • Yield 8.28%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.29
  • Inception Date May 1, 2015

The fund normally invests at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities, floating rate unsecured loans, floating rate asset backed securities, other floating rate bonds, loans, notes and other securities, fixed income instruments, and derivative instruments that provide exposure to floating rate or variable rate loans, obligations or other securities.

Guggenheim Investments

Fund Family

Bank Loan

Fund Category

934.13M

Net Assets

2015-05-01

Inception Date

Performance Overview: GIFIX

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Trailing returns as of 3/28/2025. Category is Bank Loan.

YTD Return

GIFIX
0.78%
Category
2.87%
 

1-Year Return

GIFIX
6.77%
Category
10.15%
 

3-Year Return

GIFIX
6.72%
Category
3.23%
 

5-Year Return

GIFIX
5.46%
Category
3.90%
 

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Holdings: GIFIX

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Sector Weightings

SectorGIFIX
Healthcare   85.40%
Industrials   1.04%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: GIFIX

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Research Reports: GIFIX

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