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Mutual Fund Spotlights


The Importance of a Systematic Equity Allocation

Given the impact of financial crises and the volume and diversity of opinion in the financial media, it feels harder than ever to confidently make an equity allocation decision. Guggenheim created the Directional Allocation overlay to help limit the effects that market noise and emotions can have on an equity allocation. This is important because all pullbacks are not created equal. Want to know More?

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Ticker.com A Unique Approach to REIT Investing Through a Risk Managed Framework

Thomas Youn, portfolio manager of the Guggenheim Risk Managed Real Estate Fund, explains how the fund takes a differentiated approach that’s designed to provide the many benefits of REIT exposure while seeking to mitigate volatility.

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The Future of Core Fixed Income

Given the current interest rate environment it may make sense to shift toward a more diversified multi-sector approach to maximize a fixed income allocation. Guggenheim Total Return Bond Fund offers a more sustainable way to manage interest rate risk and generate attractive returns.

Preformance Comparison Tool
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Anne Walsh Ranks #6 in CNBC’s—Ranking America’s Top 20 Female Portfolio Managers

Of the 15,000 global portfolio managers tracked by Citywire, just 1,512 or 10 percent are women. In this ranking CNBC focused on the top 20 female portfolio managers in the United States. Guggenheim’s Anne Walsh ranked #6.

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Guggenheim's Multi Sector Advantage

Discover Guggenheim's multi sector portfolio management expertise across actively managed fixed income mutual funds and ETFs. Industry accolades and compelling yield/duration analysis serve to validate our differentiated approach.

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Risk Managed Real Estate Fund (GURIX)

Discover a Morningstar 5-Star rated fund (as of 9.30.2017) that seeks to deliver attractive returns while managing volatility and drawdown risks associated with real estate investing.

Tom Youn RMRE video

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Guggenheim Investments Announces Annual Distributions for Certain Funds


On December 29, 2017, Guggenheim Investments announced annual distributions for certain equity and alternative mutual funds.

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Fund Distribution Range Estimates Announced


Guggenheim has announced distribution range estimates for its fixed-income, equity and alternative funds.

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Guggenheim Macro Opportunities Fund Named a ‘Best 40 Act Fund’


Nontraditional bond mutual fund recognized for both quantitative and qualitative excellence at 2017 HFM U.S. Hedge Fund Performance Awards.

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The Wall Street Transcript – Money Manager Interview: A Real Estate Fund Providing REIT Exposure While Mitigating Risk


Tom Youn, Managing Director and Portfolio Manager, discusses the role of real estate investment trusts (REITs) in investors’ portfolios. He also shares Guggenheim’s approach to investing in REITs and provides highlights of the Guggenheim Risk Managed Real Estate Fund (GURIX).

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Strategies for a Low-Yield Environment


Investors face a new paradigm in the wake of quantitative easing programs put in place by central banks around the world. Faced with low yields on Treasurys in the United States and negative yields on sovereign debt overseas, the challenge all investors face is how to generate meaningful risk-adjusted returns. Scott Minerd, Global Chief Investment Officer, and Anne Walsh, Assistant Chief Investment Officer, Fixed Income, share insights on where our investment team is finding value.

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Ticker Magazine: Divide and Structure to Win - Guggenheim Fixed Income Funds


Traditionally, fixed-income investment organizations have relied on a single manager overseeing the whole decision-making cycle with the support of a research team. Guggenheim Investments has deconstructed this common execution model. Instead of using a centralized structure, Guggenheim’s fixed income group has four individual teams working together at macro research, sector, portfolio construction, and portfolio management levels.

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Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.