Mutual Funds





Guggenheim World Equity Income Fund

Market volatility is causing uncertainty about equity investments, leading some investors to question their long-term investment strategies. The Guggenheim World Equity Income Fund can help investors remain fully invested for their long-term investment goals by offering a risk-averse approach that seeks to provide market exposure in up cycles while moderating the impact of declining markets.

Fund Profile


The Importance of a Systematic Equity Allocation

While there is no foolproof approach when attempting to identify larger, more slowly recovering equity market pullbacks, it is important to filter out market noise and focus on objective indicators. This is exactly what Guggenheim sought to achieve when developing its Directional Allocation overlay, an investment process used in the Directional Allocation Fund, which seeks to rebalance its equity allocation based on changing market conditions, including up to 100% cash if warranted.

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Guggenheim Investments Announces Share Splits for 17 Rydex Mutual Funds

Guggenheim has announced share splits and reverse share splits for a total of 17 Rydex mutual funds.

For more information see frequently asked questions or call 800.820.0888.

S&P Global Market Intelligence - Q&A Guggenheim Limited Duration Fund

August 19, 2016

Guggenheim portfolio manager, researcher share fixed-income investment trends.
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The Wall Street Transcript – Money Manager Interview:
Avoiding Mistakes through Upfront Analysis and Ongoing Monitoring

June 6, 2016

Thomas Hauser, Managing Director and Portfolio Manager, shares highlights of the Guggenheim Floating Rate Strategies Fund (GIFIX). He also discusses Guggenheim’s investment philosophy, including the tenets of behavioral finance, which maintains that investors value the avoidance of loss more than alpha.
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InvestmentNews: Considering Human Nature

March 28, 2016

Guggenheim Investments believes its success is about more than understanding market behavior; it is about understanding human behavior. Scott Minerd, Global Chief Investment Officer and Chairman of Investments of Guggenheim, describes how the firm has built much of its investment approach around the behavioral finance work of Nobel Prize winner Daniel Kahneman.
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InvestmentNews: Guggenheim's Scott Minerd Discusses Credit Markets and Interest Rates

March 25, 2016

Scott Minerd, Global Chief Investment Officer and Chairman of Investments of Guggenheim, shares his views on attractive sectors in the current credit markets and portfolio strategies for changing interest rate environments.

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Guggenheim Investments Earns Second Consecutive Lipper Award for Best Fixed Income Small Fund Group

NEW YORK, NY – March 22, 2016 – Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, was named Best Fixed Income Small Fund Group for the second year in a row at the 2016 Lipper U.S. Fund Awards.
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Barron’s: Winning Teamwork

March 21, 2016

Drawing on the strengths of four autonomous groups, the Guggenheim Total Return Bond Fund has outpaced most of its peers over the past three years.
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Ticker Magazine: Buy to Own - Guggenheim Total Return Bond Fund (GIBIX)

January 29, 2016
Resourceful and organized investors can take advantage of the inefficient fixed-income market of $37 trillion. Anne Walsh explains how the portfolio team at Guggenheim Total Return Bond Fund looks for non-index securities that offer superior-return opportunity profiles, with one overriding theme of avoiding losses.
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Guggenheim Investments Announces Annual Distributions for Certain Equity Funds

December 31, 2015
On December 31, 2015, Guggenheim Investments announced annual distributions for World Equity Income Fund and Risk Managed Real Estate Fund.
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Guggenheim Investments Announces Annual Distributions for Alternative Funds

December 10, 2015
On December 10, 2015, Guggenheim Investments announced annual distributions for its suite of alternative funds.
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Guggenheim Investments Announces Annual Distributions for Certain Funds

December 3, 2015
On December 3, 2015, Guggenheim Investments announced annual distributions for certain fixed-income and equity mutual funds.
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Recognized for Best Fixed Income Initiatives at Industry Awards

October 12, 2015
Guggenheim’s timely and relevant fixed income commentary and research cited for supporting financial advisor success and helping clients navigate investors toward their financial goals.
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InvestmentNews: Guggenheim’s Fixed-Income Shop Shaping Up to Be Next Bond Kingdom

September 25, 2015
Recent fund performance is leaving higher-profile competitors in the dust.
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New Lower Initial Sales Charges on Fixed Income Mutual Funds

September 1, 2015
Guggenheim Investments will reduce the initial sales charge for A Class shares of several Guggenheim fixed income mutual funds, effective October 1, 2015.
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Portfolio Strategy - The Core Conundrum

July 21, 2015
As benchmark yields languish near historical lows, the chasm between investors’ return targets and current market realities deepens, creating a conundrum for core fixed-income investors.
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Mutual Fund Commentaries

Fixed Income Alternatives Equity
Floating Rate Strategies  Alpha Opportunity Directional Allocation  
Limited Duration Managed Futures Mid Cap Value
Macro Opportunities  Multi-Hedge Strategies  Small Cap Value
Municipal Income Risk Managed Real Estate World Equity Income
Total Return Bond    
High Yield    
Investment Grade Bond    

Featured Insight

Thought Leadership

Scott Minerd - Chief Executive Officer
Global CIO Outlook
Portfolio Strategy
Fixed-Income Outlook: Third Quarter 2016
Sector Views

Mutual Fund Yield Email Subscription

Investor Resources

Mutual Funds at a Glance

Fixed Income Performance
at a Glance

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Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or contact us.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.


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• Not FDIC Insured • No Bank Guarantee • May Lose Value