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Guggenheim Limited Duration A GILDX

Analyst rating as of
NAV / 1-Day Return
25.32  /  0.11 %
Total Assets
6.1 Bil
Adj. Expense Ratio
0.740%
Expense Ratio
0.770%
Fee Level
Average
Longest Manager Tenure
7.85 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.50%
Effective Duration
2.29 years
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Morningstar’s Analysis

Will GILDX outperform in future?

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

This strategy has executed nearly flawlessly in recent years.

Strategist

Summary

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Guggenheim Limited Duration has a compelling strategy and stellar record but also an aggressive streak and bouts of turnover. All of its Morningstar Analyst Ratings are Neutral, save a Negative rating for its pricey C shares.

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