Morningstar

Guggenheim Limited Duration Fund Class P GILPX

Medalist Rating as of Apr 27, 2026 See Guggenheim Investment Hub

Strategy

The investment seeks to provide a high level of income consistent with preservation of capital. The Advisor intends to pursue its investment objective by investing, under normal circumstances, primarily in a diversified portfolio of debt securities, financial instruments that should perform similarly to debt securities and investment vehicles that provide exposure to debt securities, and debt-like securities, including individual securities, investment vehicles and derivatives giving exposure (i.e., similar economic characteristics) to fixed-income markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GILPX	Guggenheim Limited Duration Fund Class P	No Load	Open			May 1, 2015	$27.27M	0.720%	Above Average	$0	−$3.39M
GILHX	Guggenheim Limited Duration Fund Institutional Class	Institutional	Open			Dec 16, 2013	$4.15B	0.470%	Above Average	$2M	−$405.56M
GILDX	Guggenheim Limited Duration Fund A-Class	Front Load	Open			Dec 16, 2013	$485.32M	0.720%	Average	$2,500	−$34.08M
GILFX	Guggenheim Limited Duration Fund C-Class	Level Load	Open			Dec 16, 2013	$32.64M	1.470%	Above Average	$2,500	−$10.70M
GIKRX	Guggenheim Limited Duration Fund Class R6	Retirement, Large	Open			Mar 13, 2019	$355.49M	0.420%	Above Average	$2M	−$29.13M

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