GULDX Mutual Fund (Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund Class SMA) is managed by Guggenheim Investments with $21.3M in net assets. GULDX expense ratio is 0.02%, holding 250 positions across sectors including Other, Financials, Industrials. Inception date: 2024-08-14.

GULDX performance shows a YTD return of 1.66%. The 1-year return is 4.85%. GULDX dividend yield stands at 4.92%, paid monthly.

GULDX top holdings include Or 2023-10A Ar 5.05763 2037-04-20 (3.4%), Slam 2024-1A A 2049-09-15 (2.2%), Nlt 2026-Nqm1 Trust Cmo 2071-02-25 Usd 6.614 2071-02-25 (1.8%), Nlt 2025-Nqm1 Trust 7.466 2070-10-25 (1.6%), Owl Rock Clo Iii Ltd Frn (1.5%). View all GULDX holdings, sector breakdown, or dividend history.

GULDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GULDX alternatives are available via the screener, along with tax-loss harvesting opportunities.