Guggenheim Active INvestment Series (GAINS)-Core Plus FundGUCPX

MUTUAL FUNDGuggenheim
Type
Mutual fund
Peer group
Taxable bond
Net assets
$156.3M
Expense ratio
0.09%
1-year return
+5.6%
3 years, a year
—
5 years, a year
—
Holdings
740

What it aims to do.

The Guggenheim Active INvestment Series (GAINS) - Core Plus Fund (the Fund) seeks to provide total return, comprised of current income and capital appreciation.

Top 10 holdings.

Holding% of fund
Federal National Mortgage Association5.18%
Federal National Mortgage Association3.00%
Federal National Mortgage Association2.17%
Nlt 2026-Nqm1 Trust2.07%
Kkr Clo 16 Ltd. / Kkr Clo 16 LLC1.43%
Cross 2026 NQM2 Mortgage Trust1.34%
JOBY Blackstone Strategic Cap Hldng II1.21%
Sg Residential Mortgage Trust 2025-11.01%
Series Trust-1 Trust0.96%
Golub Capital Partners Clo 49m-R2 Ltd0.96%

More on GUCPX.

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