GILPX

About GILPX

Guggenheim Limited Duration Fund Class P is an actively managed fixed‑income mutual fund designed to deliver a high level of income while maintaining a relatively low duration profile to help manage interest‑rate sensitivity. The strategy employs a multi‑sector approach that extends beyond government notes into structured and corporate credit, drawing on the firm’s credit research to allocate across mortgage‑backed securities, Treasuries, and other debt instruments. The fund’s mandate targets broad fixed‑income exposure, investing at least a substantial portion of assets in debt securities and related instruments that behave similarly to bonds, including derivatives where appropriate. It benchmarks performance against the Bloomberg U.S. Aggregate Bond 1–3 Year Index, reflecting its emphasis on shorter‑maturity markets. Income is accrued daily and distributed monthly, underscoring its role as an income‑oriented vehicle within diversified portfolios. With hundreds of underlying holdings and an inception in 2015, the fund emphasizes risk‑adjusted consistency, seeking to balance credit opportunities with capital preservation in the short‑term bond segment.