GIBLX Mutual Fund

GIBLX Mutual Fund

NAV$23.40
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Fund Essentials - as of Sep 30, 2025

Net Assets
$213M
Expense Ratio
0.77%
Dividend Yield (Current)
4.48%
Holdings
1,932
Inception Date
May 1, 2015
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.31%
1 Year+3.03%
3 Year+4.69%
5 Year-0.21%
10 Year+2.35%

Asset Allocation

Stocks: 2.60%
Bonds: 94.45%
Cash: 1.91%
Other: 1.04%
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Top Holdings

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TickerNameWeight
-Uniform Mbs 7 2054-05-016.64%
-Uniform Mbs 15 Year 5 06/01/20252.30%
TII 0.375 01/15/27United States Treasury Inflation Indexed Bonds 0.375 01/15/20272.15%
DIRXXDreyfus Trsry Securities Cash Mgmt1.91%
T 4 02/28/30Us Treasury 4.0%1.62%
Top 10 Concentration: 19.90%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
4.48%
Frequency
Monthly
Latest Distribution
$0.06
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Peer Comparison

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

GIBLX Mutual Fund Overview

GIBLX Mutual Fund (Guggenheim Total Return Bond Fund Class P) is managed by Guggenheim Investments with $213.3M in net assets. GIBLX expense ratio is 0.77%, holding 1932 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2015-05-01.

GIBLX performance shows a YTD return of -0.31%. The 1-year return is 3.03% and the 5-year return is -0.21%. GIBLX dividend yield stands at 4.48%, paid monthly.

GIBLX top holdings include Uniform Mbs 7 2054-05-01 (6.6%), Uniform Mbs 15 Year 5 06/01/2025 (2.3%), United States Treasury Inflation Indexed Bonds 0.375 01/15/2027 (2.1%), Dreyfus Trsry Securities Cash Mgmt (1.9%), Us Treasury 4.0% (1.6%). Go to all GIBLX holdings, GIBLX sectors, or GIBLX dividends.

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