Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Guggenheim Strategic Opportunities Fund | 42% | — | — |
| 2 | Guggenheim Active Allocation Fund | 34% | — | — |
| 3 | Guggenheim Total Return Bond Fund · GIBAX, GIBCX, GIBIX, GIBRX, GIBLX cheaper | 29% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 4 | Series E (Total Return Bond Series) cheaper | 26% | 0.92% | Guggenheim Partners Investment Management, LLC |
| 5 | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 23% | — | — |
| 6 | iMGP Low Duration Income Fund · MAHIX diff. adviser | 22% | 0.98% | IM Global Partner Fund Management, LLC |
| 7 | Guggenheim Active INvestment Series (GAINS)-Core Plus Fund · GUCPX cheaper | 20% | 0.09% | Guggenheim Partners Investment Management, LLC |
| 8 | Guggenheim Core Bond Fund · SIUSX, SDICX, GIUSX, SIUPX cheaper | 18% | 0.47% | Guggenheim Partners Investment Management, LLC |
| 9 | Guggenheim Floating Rate Strategies Fund · GIFAX, GIFCX, GIFIX, GIFSX, GIFPX cheaper | 15% | 0.80% | Guggenheim Partners Investment Management, LLC |
| 10 | Guggenheim Limited Duration Fund · GILDX, GILFX, GILHX, GIKRX, GILPX cheaper | 13% | 0.42% | Guggenheim Partners Investment Management, LLC |
| 11 | Guggenheim High Yield Fund · SHYIX, SIHAX, SIHSX, SHYSX, SIHPX cheaper | 11% | 0.66% | Guggenheim Partners Investment Management, LLC |
| 12 | Series F (Floating Rate Strategies Series) | 10% | 1.19% | Guggenheim Partners Investment Management, LLC |
| 13 | Series P (High Yield Series) | 10% | 1.06% | Guggenheim Partners Investment Management, LLC |
| 14 | SA PIMCO Global Bond Opportunities Portfolio diff. adviser | 9% | 0.99% | SunAmerica Asset Management, LLC |
| 15 | PIMCO Income Portfolio · PIINCAM, PIINCAV, PIINCIS cheaper diff. adviser | 8% | 0.91% | Pacific Investment Management Company LLC |
| 16 | MEDIUM-DURATION BOND FUND · GMDYX, GMDZX cheaper diff. adviser | 7% | 0.41% | GuideStone Capital Management, LLC |
| 17 | State Street(R) SPDR(R) Bloomberg High Yield Bond ETF · JNK cheaper diff. adviser | 7% | 0.40% | SSGA Funds Management, Inc. |
| 18 | Schwab High Yield Bond ETF · SCYB cheaper diff. adviser | 7% | 0.03% | Charles Schwab Investment Management, Inc. |
| 19 | Nuveen High Yield Corporate Bond ETF cheaper | 7% | 0.08% | — |
| 20 | BNY Mellon High Yield ETF · BKHY cheaper diff. adviser | 7% | 0.22% | BNY Mellon ETF Investment Adviser, LLC |
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