*As of 03/31/2020. Core Fixed Income ranking based on gross returns for Guggenheim’s Fixed Income Composite versus 129 competitors in the eVestment Alliance US Core Fixed Income universe. For the last 1-, 3-, 5-, 7- and 10-year periods, Core Fixed Income ranked in the top 86%, 8%, 2%, 1% and 1%, respectively, versus 225, 224, 217, 212 and 203 competitors, respectively. Prior to August 2014, the Core Fixed Income Master Composite was known as the Core Fixed Income Composite. Data taken from eVestment Alliance on 04/21/2020. Core Fixed Income inception date is 1/1/1999.
Core Plus Fixed Income ranking based on gross returns for Guggenheim’s Core Plus Fixed Income Composite versus 93 competitors in the eVestment US Core Plus Fixed Income universe. For the last 1-, 3-, 5-, 7- and 10-year periods, Core Plus Fixed Income ranked in the top 31%, 14%,3%, 1% and 1%, respectively, versus 128, 124, 120, 113 and 106 competitors, respectively. Data taken from eVestment Alliance on 04/20/2020. Core Plus inception date is 8/1/2006.
Guggenheim Investments composite peer rankings represent percentile rankings which are based on monthly gross of fee returns and reflect where those returns fall within the indicated eVestment Alliance (EA) universe. EA provides third party databases, including the institutional investment database from which the presented information was extracted. The EA institutional investment database consists of over 1,500 active institutional managers, investment consultants, plan sponsors, and other similar financial institutions actively reporting on over 10,000 products. Only information regarding full year performance and rankings is presented as Guggenheim Investments believes performance for a full year period is an important factor. Additional information regarding EA rankings for year to date and since inception performance of the composites is available on EA’s website. Please see the disclosure page for more information about the rankings presented above.
The WealthManagement.com Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success. The Asset Managers: Fixed Income subcategory winner is selected based on a new initiative or program, or an enhancement to an existing platform, that improves advisors’ understanding, usage and portfolio management of fixed income. Initiatives can include areas such as research tools, practice management programs, wholesaler support, service improvements, technology enhancements, etc. Criteria include quantitative measures-such as specific feature set, usage, adoption, scope, scale, advisor survey scores, etc.-along with qualitative measures such as innovation, creativity, new methods of deployment, etc. The WealthManagement.com Industry Awards program recognizes outstanding achievement by organizations that support financial advisor success. For the 2017 awards, WealthManagement.com received 470 submissions from firms across 72 awards categories. For the 2018 awards, WealthManagement.com received 600 submissions from firms across 67 awards categories. A panel of judges from the financial services industry selected the finalists and award winners. For more details, visit events.wealthmanagement.com.
Past performance is not a guarantee of future results. Investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its investment objectives or is suitable for all investors. Diversification does not ensure profit nor protect against loss. Every asset class is subject to various risks that affect their performance in different market cycles. Fixed income investments are subject to certain risks including market, interest-rate, issuer, credit, and inflation risk. Equity investments are subject to market risk or the risk of loss due to adverse company and industry news, or general economic decline. Alternative investments are subject to market risk, currency risk, foreign investment risks, liquidity risks, higher fees and expenses, regulatory restrictions, and volatility due to speculative trading and use of leverage.