Guggenheim Floating Rate Strategies Fund

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Performance

The fund has returned 5.12 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 5.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide a high level of current income while maximizing total return. The fund normally invests at least 80% of assets in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities, floating rate unsecured loans, floating rate asset backed securities, other floating rate bonds, loans, notes and other securities, fixed income instruments. It principally invests in U.S. dollar denominated loans and other securities of U.S. companies, but may also invest in securities of non-U.S. companies and non-U.S. dollar denominated loans and securities, including loans and securities of emerging market countries.

Fees

Fees are Low compared to funds in the same category.
Guggenheim Floating Rate Strategies Fund has an expense ratio of 1.81 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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