GIFSX Mutual Fund

GIFSX Mutual Fund

NAV$23.19
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Fund Essentials - as of Sep 30, 2025

Net Assets
$3M
Expense Ratio
0.80%
Dividend Yield (Current)
6.33%
Holdings
333
Inception Date
Mar 13, 2019
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+3.26%
1 Year+4.59%
3 Year+6.40%
5 Year+5.64%
10 Year+4.57%

Asset Allocation

Stocks: 4.35%
Bonds: 88.81%
Cash: 1.02%
Other: 5.83%
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Top Holdings

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TickerNameWeight
SRLNSpdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-012.84%
-Pelican Products, Inc.1.05%
UTIXXFederated U.S. Treasury Cash Reserves Fund Institutional Shares1.03%
-Allwyn International As Term Loan B 0% 05/30/20310.89%
-Quirch Foods Holdings Llc0.89%
Top 10 Concentration: 10.93%Report Date: Sep 30, 2025
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Dividend Summary

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Dividend Yield (Current)
6.33%
Frequency
Monthly
Latest Distribution
$0.07
-

Peer Comparison

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

GIFSX Mutual Fund Overview

GIFSX Mutual Fund (Guggenheim Floating Rate Strategies Fund Class R6) is managed by Guggenheim Investments with $3.0M in net assets. GIFSX expense ratio is 0.80%, holding 333 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2019-03-13.

GIFSX performance shows a YTD return of 3.26%. The 1-year return is 4.59% and the 5-year return is 5.64%. GIFSX dividend yield stands at 6.33%, paid monthly.

GIFSX top holdings include Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (2.8%), Pelican Products, Inc. (1.1%), Federated U.S. Treasury Cash Reserves Fund Institutional Shares (1.0%), Allwyn International As Term Loan B 0% 05/30/2031 (0.9%), Quirch Foods Holdings Llc (0.9%). Go to all GIFSX holdings, GIFSX sectors, or GIFSX dividends.

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