Guggenheim Investment Grade Bond Fund

Scorecard
2 / 5 Stars
Lipper
4 4 5 1 3
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 273 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.95 percent over the past year, 5.74 percent over the past three years, 6.77 percent over the past five years, and 3.73 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 8.0%
3 Years (Annualized) 5.7%
5 Years (Annualized) 6.8%
10 Years (Annualized) 3.7%

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Summary

The investment seeks to provide current income. The fund normally invests, under normal market conditions, at least 80% of its assets (net assets, plus the amount of any borrowing for investment purposes) in investment grade fixed-income securities. It may, without limitation, seek to obtain exposure to the securities in which it primarily invests through a variety of investment vehicles, principally closed-end funds, exchange-traded funds ("ETFs") and other mutual funds. The fund may invest up to 20% of its assets in preferred stock.

Fees

Fees are Above Average compared to funds in the same category.
Guggenheim Investment Grade Bond Fund has an expense ratio of 1.04 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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