Mutual Fund Resource Center

Frequently Asked Questions

What are the account minimums?

Direct Account Minimums
The minimum initial investment amount and minimum account balance for direct investment accounts are:

$5,000 for self-managed accounts (including retirement accounts)
No account minimums for accounts managed by a financial professional. Each financial professional may have separate minimum account requirements.

Through Your Financial Intermediary
Accounts opened through a financial intermediary will be subject to your financial intermediary’s minimum initial investment amount and minimum account balance, which may differ from the amounts above.

There are no minimum amounts for subsequent investments in the funds except for subsequent investments made via ACH ($20 minimum). Guggenheim Investments reserves the right to modify its minimum account requirements at any time, with or without prior notice to you.

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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Mutual Fund Resource Center

Frequently Asked Questions

What are the account minimums?

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