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Guggenheim Floating Rate Strats R6 (GIFSX)

23.93
-0.02
(-0.08%)
As of 8:06:03 AM EDT. Market Open.
Loading Chart for GIFSX
  • Previous Close 23.95
  • YTD Return 0.78%
  • Expense Ratio 0.81%
  • Category Bank Loan
  • Last Cap Gain -22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 934.13M
  • Beta (5Y Monthly) 0.19
  • Yield 8.27%
  • 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: GIFSX

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Trailing returns as of 3/27/2025. Category is Bank Loan.

YTD Return

GIFSX
0.78%
Category
2.87%
 

1-Year Return

GIFSX
6.76%
Category
10.15%
 

3-Year Return

GIFSX
6.77%
Category
3.23%
 

5-Year Return

GIFSX
5.49%
Category
3.90%
 

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Holdings: GIFSX

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Sector Weightings

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

Recent News: GIFSX

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Research Reports: GIFSX

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