Guggenheim Total Return Bond Fund

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 7.51 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.6%
1 Year 7.5%
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 total return, comprised of current income and capital appreciation. The fund invests at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in debt securities. While the fund will principally invest in debt securities listed, traded or dealt in developed markets, it may also invest without limitation in securities listed, traded or dealt in other countries, including emerging markets countries. It may not invest more than 33 1/3% of its total assets in fixed-income securities that are below investment grade.

Fees

Fees are Above Average compared to funds in the same category.
Guggenheim Total Return Bond Fund has an expense ratio of 0.86 percent.

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Risk

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

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