Guggenheim Floating Rate Strategies Fund Institutional Class (GIFIX) Research

The fund aims to deliver a high level of ongoing income while striving for the greatest possible total return. To meet these objectives, it typically allocates at least 80% of its total assets (inclusive of any borrowed capital used for investment) to a varied selection of floating or variable rate financial instruments. These frequently include senior secured syndicated bank loans, revolving credit facilities, and unsecured loans, all with floating interest rates. The portfolio also incorporates floating rate asset-backed securities, other types of floating rate bonds, notes, and comparable debt instruments. Additionally, the fund may invest in traditional fixed-income securities and utilize derivative instruments to achieve exposure to various floating or variable rate loans, commitments, or other financial assets.

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