GIKRX Mutual Fund

GIKRX Mutual Fund (Guggenheim Limited Duration Fund Class R6) is managed by Guggenheim Investments with $360.5M in net assets. GIKRX expense ratio is 0.42%, holding 909 positions across sectors including Financials, Industrials, Energy. Inception date: 2019-03-13.

GIKRX performance shows a YTD return of 1.44%. The 1-year return is 4.23% and the 5-year return is 3.13%. GIKRX dividend yield stands at 4.26%, paid monthly.

GIKRX top holdings include Fnma Tba 15 Yr 4.5 Single Family Mortgage 4.5 05/16/2038 (8.1%), Dreyfus Treasury Obligations Cash Management Fund (2.0%), Fnma 15Yr Tba 4.5% Jun 23 (1.8%), Fannie Mae Or Freddie Mac 06/15/2053 (1.0%), Fannie Mae Or Freddie Mac Tba, 5.50%, Due 11/01/2052 (0.8%). Go to all GIKRX holdings, GIKRX sectors, or GIKRX dividends.

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