Mutual Funds

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Morningstar Top Quartile Rankings

April 14, 2014
Fixed Income Funds Earn Morningstar Top Quartile Rankings as of March 31, 2014. Please click link below for details and risks.
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Financial Times: Fed History is Key to Bernanke Legacy

January 31, 2014
In an Op-Ed published in the Financial Times, Scott Minerd, Guggenheim’s Global Chief Investment Officer, writes that Ben Bernanke restored the Federal Reserve to its original mandate – avoiding banking crises – but that he has left his legacy firmly in the hands of his successor, Janet Yellen.
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Reuters Insight: Guggenheim Partners Wins Bond Investors, Looks to Europe Next

January 16, 2014
Reuters highlights Guggenheim Investments’ fixed income expertise and Guggenheim’s European ambitions, including asset management and real estate investing opportunities.
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High Yield and Bank Loan Outlook - January 2014

January 8, 2014
Markets start 2014 facing fewer headwinds and improving U.S. macroeconomic conditions should spur additional investor demand for high-yield bonds and bank loans, particularly with defaults exceptionally low. That should drive credit spreads tighter this year. For the long-term, however, investors should monitor weakening loan covenants and the acceleration of credit downgrades which point to a declining margin of safety.
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Sector Report: Municipal Market Outlook

December 12, 2013
Isolated structural issues in the municipal sector have received widespread media coverage in the past three years. Volatility induced by these headline events has created attractive price dislocations, which may now present the best buying opportunity for investors since late 2010.
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Guggenheim Investments Announces Final Mutual Fund Distributions

December 6, 2013
On December 5, 2013, Guggenheim Investments announced final mutual fund distributions for all share classes. Distributions for the impacted mutual funds will be updated regularly as Fund information becomes available. This information can be found on each respective Fund’s web page, as well as in the “Distributions” section, located under Mutual Fund Products.
Mutual Fund Product List
View Annual Distributions
View All Distributions
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Guggenheim Investments Announces Various Proposals to Certain Guggenheim Funds Pending Shareholders Approval.

December 6, 2013
The Boards of Directors of SBL Fund, Security Equity Fund, Security Income Fund, Security Large Cap Value Fund and Security Mid Cap Growth Fund recently voted on three proposals affecting the Funds and their shareholders. The objectives of the upcoming proxy are to streamline oversight of the Funds and other funds in the Guggenheim Investments fund complex under a single fund Board, create efficiencies and improve Fund flexibility where appropriate.
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We Must Avoid Seeing The New Arctic Through an Old World Lens

October 26, 2013
It would be easy to think those with a thirst for exploration were born too late — to assume that humanity has already reached every corner of the earth there is to discover. But one region — the Arctic — still contains uncharted mysteries.
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Financial Times: Look to ‘Helicopter’ Ben for Clues to Yellen’s Fed

October 24, 2013
What can we expect from a Federal Reserve led by newly nominated chair Janet Yellen? Global chief investment officer Scott Minerd explains in this Financial Times commentary.
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High Yield and Bank Loan Outlook - October 2013

October 14, 2013
Fundamental factors underlying the corporate sector continue to underscore our constructive stance on leveraged credit, however, investors should prepare for heightened Q4 volatility amid shifting technical dynamics in the bank loan market.
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Guggenheim grows beyond its insurance roots

August 27, 2013
Guggenheim Investments, known for managing insurance company assets, is luring a more diverse group of institutional clients with its solid investment performance while is raises capital to even expand further.
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The ABCs of ABS

August 20, 2013
In the search for yield, ABS offers an opportunity to generate higher returns through rigorous analysis, unaccompanied by additional credit or interest-rate risk.
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Forbes: Dodging Disaster

August 2, 2013
Forbes profiles Guggenheim Investments, and the key factors that helped drive the company’s growth.
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Cautious Short-Term, Bullish for the Longer Haul.

May 1, 2013
Read Global CIO Scott Minerd's recent Q&A with Barron's, in which he discusses a coming correction in equities and why austerity hampers fiscal policy overseas.
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Mutual Fund Commentaries

Today’s financial markets continue to be turbulent and unpredictable so it is important to be informed about how recent market activity may affect your clients’ financial goals. Let us help you be knowledgeable – click on one of the links below to read our most recent mutual fund commentary.

Fixed Income Alternatives Equity
Floating Rate Strategies  Multi-Hedge Strategies  Small Cap Value  
Macro Opportunities  Managed Futures Mid Cap Value
Municipal Income   Large Cap Value
Total Return Bond   World Equity Income
High Yield    
Investment Grade Bond    

Featured Insight


Guggenheim Investments Announces the Closure and Liquidation of Managed Commodities Strategy Fund

February 20, 2014
On February 13, 2014, the Managed Commodities Strategy Fund Board of Trustees approved the closure and liquidation of the fund.
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Guggenheim Investments Announces Estimated Distributions Information

November 27, 2013
Guggenheim Investments is announcing estimated fund distributions for all share classes. Distributions for the impacted funds will be updated regularly as fund information becomes available.
View Distributions
View Frequently Asked Questions & Estimated Distributions

Portfolio Manager Viewpoint: A discussion with Jim Schier, Portfolio Manager of the Guggenheim Small Cap Value Fund

September 4, 2013
Launched in July 2008, the Guggenheim Small Cap Value Fund celebrated its five-year anniversary in 2013. In honor of this milestone, Jim Schier, portfolio manager of the Small Cap Value Fund, recently talked about his defined, disciplined and repeatable investment process and his views on investing in the small-cap space.
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Changes to the MSCI EAFE Equal Weight Fund and Variable Insurance Fund Series D (MSCI EAFE Equal Weight Series) Announced.

June 14, 2013
Guggenheim Investments Announces Various Changes to the Guggenheim MSCI EAFE Equal Weight Fund and Variable Insurance Fund Series D (MSCI EAFE Equal Weight Series). Effective on or about August 15, 2013, the following changes will occur; changes to the name of fund and series, investment objective, principal investment strategies, and management team. For details and risk disclosure
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Thought Leadership

Scott Minerd - Cheif Executive Officer
Market Perspectives
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Fixed Income

Our fixed income team brings extensive experience in the global credit markets managing a wide range of fixed income strategies.

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2014 Guggenheim Investments. All Rights Reserved.

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

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

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.