Guggenheim Macro Opportunities Fund

U.S. News evaluated 75 Nontraditional 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 4.45 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 4.4%
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 in a wide range of fixed income and other debt and equity securities selected from a variety of sectors and credit qualities. It will principally invest in securities listed, traded or dealt in developed markets. The Subsidiary primarily obtains its commodities exposure by investing in commodities, commodity-linked notes, and commodity-linked derivative instruments. The fund may invest in a variety of investment vehicles, principally closed-end funds, exchange-traded funds ("ETFs") and other mutual funds. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Guggenheim Macro Opportunities Fund has an expense ratio of 1.29 percent.

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Risk

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

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