Skip to Content

Guggenheim Limited Duration A GILDX

Rating as of
NAV / 1-Day Return
23.38  /  0.03 %
Total Assets
4.4 Bil
Adj. Expense Ratio
0.730%
Expense Ratio
0.740%
Fee Level
Average
Longest Manager Tenure
8.94 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.00%
Effective Duration
2.65 years

Morningstar’s Fund Analysis GILDX

Will GILDX outperform in future?

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

Our confidence in this strategy and its management would come through more clearly in its ratings were they paired with lower costs.

Strategist

Summary

|

Guggenheim Limited Duration devotes considerable resources to its meticulous process. But while ‎both its People and Process pillars merit Above Average ratings, lackluster pricing holds its Morningstar ‎Analyst Ratings at Neutral and Negative.‎

Unlock our full analysis with Morningstar Investor