Guggenheim Limited Duration FundGILDX

MUTUAL FUNDGuggenheim
Type
Mutual fund
Peer group
Taxable bond
Net assets
$5.8B
Expense ratio
0.72%
1-year return
+3.3%
3 years, a year
+5.4%
5 years, a year
+2.9%
Holdings
961

What it aims to do.

The Guggenheim Limited Duration Fund (the Fund) seeks to provide a high level of income consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
Federal National Mortgage Association8.09%
Dreyfus Treasury Obligations Cash Management2.01%
Federal National Mortgage Association1.80%
Federal National Mortgage Association1.04%
Federal National Mortgage Association0.80%
Federal Home Loan Mortgage Corp.0.79%
Federal Home Loan Mortgage Corp.0.76%
Federal Home Loan Mortgage Corp.0.75%
Golub Capital Partners Clo 54m-R Ltd0.74%
Nlt 2025-Nqm1 Trust0.69%

More on GILDX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.