GILFX

About GILFX

Guggenheim Limited Duration Fund C Class is an actively managed fixed-income mutual fund designed to deliver a high level of income while maintaining a relatively low interest rate sensitivity. The strategy centers on **short-term bond** exposures, targeting a limited effective duration profile and emphasizing preservation of capital. The portfolio typically spans **U.S. Treasury notes**, **agency mortgage-backed securities**, and other high-quality securitized assets, complemented by cash management instruments for liquidity. Management benchmarks the fund to the **Bloomberg U.S. Aggregate Bond 1–3 Year Index**, aligning the fund’s risk posture with the front end of the yield curve. The fund distributes income monthly and reports 30-day SEC yields and distribution yield metrics that reflect its income orientation. With an expenses structure that includes a contractual fee waiver through early 2026, the fund seeks to balance current income generation with controlled duration risk under the oversight of Guggenheim Partners Investment Management’s fixed-income team. This role positions the fund as a core short-term bond holding for investors seeking income with moderated interest rate exposure within diversified fixed-income allocations.