Purchasing the Funds
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 |
Subsequent Purchases |
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.
|
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: |
|
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
| Initial Purchase |
Subsequent Purchases |
- Complete the account application that corresponds to the type of account you are opening.
- Contact Client Services at 800.820.0888 to obtain your new account number.
- Use the Wire Instructions below to send your wire.
- Make sure to designate which fund(s) you want to purchase.
- Make sure your investment meets the account minimum.
|
- Be sure to designate in your wire instructions which fund(s) you want to purchase.
|
To obtain "same-day credit" (to get that business day's NAV) for your purchase order, you should call Guggenheim Investments Client Services and provide the following information prior to the transaction cutoff time for the fund(s) you are purchasing:
- Account Number
- Fund Name
- Amount of Wire
- Fed Wire Reference Number
You will receive a confirmation number to verify that your purchase order has been accepted.
If you do not notify Guggenheim Investments Client Services of the incoming wire, your purchase order may not be processed until the next business day following receipt of the wire.
View our wiring instructions.
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.
Guggenheim Investments Client Services phone number: 800.820.0888 or 301.296.5100
By ACH
| Initial Purchase |
Subsequent Purchases |
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. |
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).
|
| 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. |