Mutual Fund Resource Center

Current Shareholder Information


Purchases

Our funds offer you the option to send purchase orders by mail, fax, and internet as well as over the phone. Purchase proceeds can be sent by check, wire transfer or Automated Clearing House (ACH).

The funds do not accept cash or cash equivalents (such as traveler's checks and money orders), starter checks, or checks drawn on a line of credit (including credit card convenience checks). Guggenheim Investments typically does not accept third party checks. Guggenheim Investments will reserve the right to refuse other payment instruments if it is deemed not to be in the best interest of the Funds and its shareholders.

You may buy shares and send your purchase proceeds by any of the methods described below. Make your check payable to Guggenheim Investments.

Retirement contributions will be considered as current year contributions unless otherwise instructed in writing at the time of the contribution.

While most Funds offer unlimited exchange privileges with no minimum holding periods or transaction fees, certain Funds do not allow unlimited trading. Click here to review a list of Funds that do not allow unlimited trading.

By Mail
Initial Purchase
Complete the account application that corresponds to the type of account you are opening.
  • Make sure to designate
    which fund(s) you
    want to purchase.
  • Make sure your investment
    meets the account minimum.
Subsequent Purchases
Complete the investment slip included with your quarterly statement or send written purchase instructions that include:
  • Your name
  • Your shareholder account number
  • Which fund(s) you want to purchase
Make your check payable to Guggenheim Investments.

Your check must be drawn on a U.S. bank and payable in U.S. dollars.

Include the name of the fund(s) you want to purchase on your check. If you do not specify which fund(s) you want to purchase, your investment will be credited to the U.S. Government Money Market Fund.
 
Mail your application and check to: Mail your written purchase instructions and check to:
Standard Delivery
Guggenheim Investments
Attn: Operations Department
P.O. Box 10839
Rockville, MD 20849-0839
Overnight Delivery
Guggenheim Investments
Attn: Operations Department
805 King Farm Blvd
Ste. 600
Rockville, MD 20850
By Wire
Wire your written purchase instructions and funds to:

U.S. Bank
Cincinnati, OH
Routing Number: 0420-00013
For Account of: Guggenheim Investments
Account Number: 48038-9030
For Further Credit:
[Your name]
[Your shareholder account number]
[Your fund designation]

Initial Purchase
  1. Complete the account application that corresponds to the type of account you are opening.
  2. Contact Client Services at 800.820.0888 to obtain your new account number.
  3. Use the Wire Instructions above to send your wire.
    • Make sure to designate which fund(s) you want to purchase.
    • Make sure your investment meets the account minimum.
Subsequent Purchases
  • Be sure to designate in your wire instructions which fund(s) you want to purchase.
By ACH (Fax)
Initial Purchase
Submit a new account application. Be sure to complete the “Electronic Investing via "ACH" section. If you are establishing an Individual, Joint, or UGMA/UTMA account you may fax the application to Guggenheim Investments. All other applications should be mailed.
  • Make sure to designate which fund(s) you want to purchase.
Make sure your investment meets the account minimum.
Subsequent Purchases
To make a purchase by phone, please contact Client Services at 800.820.0888. A maximum of $50,000 is allowed to be purchased per day.  Subsequent purchases made via ACH must be a minimum of $20.

Send written purchase instructions that include:
  • Your name
  • Your shareholder account number
  • Which funds(s) you want to purchase
  • ACH bank information (if not on record)
You could lose money by investing in the U.S. Government Money Market Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.



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 following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC.

© Guggenheim Investments. All rights reserved.

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• Not FDIC Insured • No Bank Guarantee • May Lose Value

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.