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Guggenheim Core Bond Fund A SIUSX

Analyst rating as of
NAV / 1-Day Return
19.99  /  0.28 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.790%
Fee Level
Average
Longest Manager Tenure
9.15 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
2.27%
Effective Duration
7.40 years
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Morningstar’s Analysis

Will SIUSX 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 Investment Grade Bond boasts a compelling strategy and stellar record but also bouts of staff turnover, warranting a Morningstar Analyst Rating of Neutral.

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