GFSVX Mutual Fund

GFSVX Mutual Fund

NAV$24.69
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Fund Essentials - as of Mar 31, 2026

Net Assets
$54M
Expense Ratio
-
Dividend Yield (Current)
2.48%
Holdings
142
Inception Date
Mar 11, 2014
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.00%

Asset Allocation

Bonds: 97.62%
Cash: 2.26%
Other: 0.12%
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Top Holdings

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TickerNameWeight
ANCHF 2016-4A ARAnchorage Credit Funding 4 Ltd., Series 2016-4A, Class Ar 2.723 04/27/20393.32%
-Wmrk Commercial Mortgage Trust 2022-Wmrk 7.18612 2027-11-152.77%
-Bxmt 2020-Fl2 Ltd / Bxmt 2Nd Priority Secd Nt Cl A-S 144A Fltg Rate 2038-02-172.74%
-Osat 2021-Rpl1 A12.51%
-Oak Street Investment Grade Net Lease Fund Series 2020-12.41%
Top 10 Concentration: 23.84%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.48%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GFSVX Mutual Fund Overview

GFSVX Mutual Fund (Variable Insurance Strategy Fund Class III) is managed by Guggenheim Investments with $54.3M in net assets. holding 142 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2014-03-11.

GFSVX performance shows a YTD return of 2.00%.. GFSVX dividend yield stands at 2.48%, paid monthly.

GFSVX top holdings include Anchorage Credit Funding 4 Ltd., Series 2016-4A, Class Ar 2.723 04/27/2039 (3.3%), Wmrk Commercial Mortgage Trust 2022-Wmrk 7.18612 2027-11-15 (2.8%), Bxmt 2020-Fl2 Ltd / Bxmt 2Nd Priority Secd Nt Cl A-S 144A Fltg Rate 2038-02-17 (2.7%), Osat 2021-Rpl1 A1 (2.5%), Oak Street Investment Grade Net Lease Fund Series 2020-1 (2.4%). Go to all GFSVX holdings, GFSVX sectors, or GFSVX dividends.

GFSVX can be compared against other funds. Use GFSVX overlap to find shared positions, or GFSVX vs another fund for a side-by-side view. GFSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.