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Guggenheim Total Return Bond Instl GIBIX

Analyst rating as of
NAV / 1-Day Return
28.51  /  0.34 %
Total Assets
24.9 Bil
Adj. Expense Ratio
0.490%
Expense Ratio
0.510%
Fee Level
Average
Longest Manager Tenure
9.45 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
2.86%
Effective Duration
7.12 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.

It would have been difficult for this strategy to execute its process much better of late.

Strategist

Summary

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Guggenheim Total Return Bond boasts a compelling strategy and stellar record but also bouts of staff turnover. All of its Morningstar Analyst Ratings are Neutral.

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