Guggenheim Active INvestment Series (GAINS)-Limited Duration FundGULDX

MUTUAL FUNDGuggenheim
Type
Mutual fund
Peer group
Taxable bond
Net assets
$20.6M
Expense ratio
0.02%
1-year return
+5.7%
3 years, a year
—
5 years, a year
—
Holdings
303

What it aims to do.

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

Top 10 holdings.

Holding% of fund
Owl Rock CLO X LLC3.41%
Slam 2024-1 Ltd2.19%
Nlt 2026-Nqm1 Trust1.78%
Nlt 2025-Nqm1 Trust1.62%
Owl Rock Clo III Llc1.46%
Federal Home Loan Mortgage Corp.1.30%
Federal National Mortgage Association1.29%
CIFC Funding 2022-I Ltd. / CIFC Funding 2022-I Llc1.22%
Palmer Square Clo 2024-3 Ltd1.22%
Golub Capital Partners Clo 46(M) Ltd1.21%

More on GULDX.

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