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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Guggenheim Investments funds
Performance
The fund has returned 12.03 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.6% |
| 1 Year | 12.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 20% 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 0.82 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
