Mutual Fund Resource Center

Current Shareholder Information

Account Authorizations

Authorizing a Non-Financial Professional
Guggenheim Investments will only accept transactions from and/or give information to the registered owners of an account. You may authorize someone to trade and/or receive information on your account. Please complete the appropriate sections of the Account Change Form. This request may be faxed or mailed to Guggenheim Investments.

Authorizing an RIA or a Registered Representative (Broker/Dealer)
If you choose, you may enter into an agreement with an independent registered investment advisor (RIA) or a Registered Representative (Broker/Dealer) who will be responsible for managing your Guggenheim Investments account. The financial professional will have trading authority over your account and will be authorized to make requests on your behalf.

To Add or Change a Financial Professional
You must complete an Appointment of Financial Professional Form. You and the new financial professional must sign the request. If you are changing a RIA or registered representative, the new professional will automatically replace the old professional of the same type. (e.g. New RIA information will change the existing RIA, but any existing Registered Representative will remain)

To Remove a Financial Professional
Please complete the appropriate sections of the Account Change Form. This request may be faxed or mailed to Guggenheim Investments.

Account Options for Existing Accounts

General Account and Product Info

Contact Us

Phone and Mailing Information

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, Guggenheim Wealth Solutions, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, and GS GAMMA Advisors.

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By confirming below that you are an Institutional Investor, you will gain access to information on this website (the “Website”) that is intended exclusively for Institutional Investors and, as such, the information should not be relied upon by individual investors. This Website and any product, content, information, tools or services provided or available through the Website (collectively, the “Services”) are provided to Institutional Investors for informational purposes only and do not constitute a recommendation to buy or sell any security or fund interest. Nothing on the Website shall be considered a solicitation for the offering of any investment product or service to any person in any jurisdiction where such solicitation or offering may not lawfully be made. By accessing this Website, you expressly acknowledge and agree that the Website and the Services provided on or through the Website are provided on an as is/as available basis, and except as partnered by law, neither Guggenheim Investments and it parents, subsidiaries and affiliates nor any third party has any responsibility to maintain the website or the Services offered on or through the Website or to supply corrections or updates for the same. You understand that the information provided on this Website is not intended to provide, and should not be relied upon for, tax, legal, accounting or investment advice. You also agree that the terms provided herein with respect to the access and use of the Website are supplemental to and shall not void or modify the Terms of Use in effect for the Website. The information on this Website is solely intended for use by Institutional Investors as defined below: banks, savings and loan associations, insurance companies, and registered investment companies; registered investment advisers; individual investors and other entities with total assets of at least $50 million; governmental entities; employee benefit (retirement) plans, or multiple employee benefit plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans; member firms or registered person of such a member; or person(s) acting solely on behalf of any such Institutional Investor.

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