Mutual Funds





Guggenheim's Gundersen: The biggest misconceptions about floating rate bank loan funds

InvestmentNews, October 2015

Kevin Gundersen of Guggenheim describes how floating rate bank loan funds may help address two key investment risks, and tries to debunk the biggest misconceptions keeping investors away from the asset class.

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InvestmentNews: Considering Human Nature

March 28, 2016

Guggenheim Investments believes its success is about more than understanding market behavior; it is about understanding human behavior. Scott Minerd, Global Chief Investment Officer and Chairman of Investments of Guggenheim, describes how the firm has built much of its investment approach around the behavioral finance work of Nobel Prize winner Daniel Kahnman.
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Guggenheim Investments Earns Second Consecutive Lipper Award for Best Fixed Income Small Fund Group

NEW YORK, NY – March 22, 2016 – Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, was named Best Fixed Income Small Fund Group for the second year in a row at the 2016 Lipper U.S. Fund Awards.
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Barron’s: Winning Teamwork

March 21, 2016

Drawing on the strengths of four autonomous groups, the Guggenheim Total Return Bond Fund has outpaced most of its peers over the past three years.
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Ticker Magazine: Buy to Own - Guggenheim Total Return Bond Fund (GIBIX)

January 29, 2016
Resourceful and organized investors can take advantage of the inefficient fixed-income market of $37 trillion. Anne Walsh explains how the portfolio team at Guggenheim Total Return Bond Fund looks for non-index securities that offer superior-return opportunity profiles, with one overriding theme of avoiding losses.
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High-Yield and Bank Loan Outlook - January 2016

January 15, 2016
Today’s markets test the strongest convictions, but we believe it is a passing storm.
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Guggenheim’s Flagship Fixed Income Mutual Funds Receive 5-Star Overall Morningstar Ratings

January 13, 2016
Guggenheim Investments is pleased to announce that three of its flagship fixed-income mutual funds have earned the highest-possible overall Morningstar ratings.
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Investment News: Investing in a rising rate environment

December 31, 2015
Chairman of Investments and Global CIO Scott Minerd: Energy, utilities, REIT and health care sectors are likely to outperform as Fed starts to tighten.
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Guggenheim Investments Announces Annual Distributions for Certain Equity Funds

December 31, 2015
On December 31, 2015, Guggenheim Investments announced annual distributions for World Equity Income Fund and Risk Managed Real Estate Fund.
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Guggenheim Investments Announces Annual Distributions for Alternative Funds

December 10, 2015
On December 10, 2015, Guggenheim Investments announced annual distributions for its suite of alternative funds.
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Guggenheim Investments Announces Annual Distributions for Certain Funds

December 3, 2015
On December 3, 2015, Guggenheim Investments announced annual distributions for certain fixed-income and equity mutual funds.
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Recognized for Best Fixed Income Initiatives at Industry Awards

October 12, 2015
Guggenheim’s timely and relevant fixed income commentary and research cited for supporting financial advisor success and helping clients navigate investors toward their financial goals.
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InvestmentNews: Guggenheim’s Fixed-Income Shop Shaping Up to Be Next Bond Kingdom

September 25, 2015
Recent fund performance is leaving higher-profile competitors in the dust.
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New Lower Initial Sales Charges on Fixed Income Mutual Funds

September 1, 2015
Guggenheim Investments will reduce the initial sales charge for A Class shares of several Guggenheim fixed income mutual funds, effective October 1, 2015.
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Portfolio Strategy - The Core Conundrum

July 21, 2015
As benchmark yields languish near historical lows, the chasm between investors’ return targets and current market realities deepens, creating a conundrum for core fixed-income investors.
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Evaluating Opportunities in Energy

July 16, 2015
The energy sector represents an attractive opportunity to invest in high yielding securities, but investors must consider the sector specific first- and second-order effects of depressed energy prices.
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Interest Rates Pose a Big Challenge for Investors

March 31, 2015
Global CIO Scott Minerd discusses investment strategies that should help investors position for periods of rising rates. We believe strategies that utilize floating rate assets and longer duration assets will provide superior returns over the long term.
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Guggenheim Investments Earns Prestigious 2015 U.S. Lipper Award for Best Fixed Income Small Fund Group

March 31, 2015
Guggenheim fixed-income mutual funds recognized for delivering consistently strong risk-adjusted performance; Guggenheim Macro Opportunities Fund (GIOIX) also earns Lipper Award in Alternative Credit Focus classification.
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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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