About SIUPX
Guggenheim Core Bond Fund Class P is an actively managed mutual fund specializing in U.S. investment-grade fixed income securities. Its primary purpose is to provide current income and maintain a moderate level of interest rate sensitivity by investing predominantly in government, corporate, and securitized debt. The fund is structured to serve investors seeking diversified exposure across the U.S. bond market, aiming to balance yield and capital preservation while prudently managing both credit and duration risk. It is managed by an experienced team drawing on significant analytical resources to support bond selection and risk assessment. The fund’s portfolio typically maintains high credit quality, with the majority of holdings rated AAA, AA, or A, and a weighted average effective duration consistent with the intermediate core bond category, generally around 6 years. Distributions are paid monthly, and its performance is measured relative to the Bloomberg U.S. Aggregate Bond Index, underscoring its role as a core component in a diversified, income-oriented investment portfolio. Guggenheim Core Bond Fund Class P plays a significant role in the fixed income market by offering investors access to broad, high-quality bond exposure within a single fund structure.
Fund Family Guggenheim Investments
Category Intermediate Core Bond
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SIUPX
Share Class P
Index Bloomberg U.S. Aggregate Bond TR
SIUPX had a total return of 8.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.77%.
