GIKRX

About GIKRX

Guggenheim Limited Duration Fund is an actively managed fixed‑income mutual fund focused on delivering a high level of income while preserving capital. The strategy maintains a relatively low interest‑rate sensitivity by emphasizing short‑maturity exposure, using a diversified mix of debt securities and debt‑like instruments, including mortgage‑backed and U.S. Treasury securities, with the flexibility to employ derivatives to manage risk and refine duration. The fund’s mandate requires investing at least 80% of assets in fixed‑income markets and caps exposure to emerging‑market debt, aligning the portfolio with a core short‑term bond profile. Managed by Guggenheim Partners Investment Management’s seasoned fixed‑income team, the vehicle distributes income monthly and tracks its results against the Bloomberg U.S. Aggregate Bond 1–3 Year Index for context. With an expense structure supported by a contractual fee waiver and a portfolio spanning hundreds of holdings, the fund plays a role as a short‑duration anchor within multi‑asset and fixed‑income allocations, aiming to balance income generation with dampened volatility relative to longer‑duration bond strategies.