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Guggenheim Total Return Bond Instl GIBIX

Analyst rating as of
NAV / 1-Day Return
30.02  /  0.11 %
Total Assets
20.0 Bil
Adj. Expense Ratio
0.510%
Expense Ratio
0.520%
Fee Level
Above Average
Longest Manager Tenure
8.69 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Extensive
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
2.36%
Effective Duration
7.38 years
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Morningstar’s Analysis

Will GIBIX outperform in future?

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

Although tactically cautious now, an aggressive strategy has fed an eye-popping record.

Senior Analyst

Summary

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Guggenheim Total Return Bond boasts a compelling strategy and stellar record but has historically had an aggressive streak and bouts of staff turnover. All of its Morningstar Analyst Ratings are Neutral, save a Negative rating for its pricey C shares.

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