Guggenheim Core Bond Fund Class P
SIUPX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 702 King Farm Boulevard Rockville MD United States of America 20850
- IPO Date
- May 1, 2015
- CIK
- 0000088525
- Website
- guggenheiminvestments.com
- Similar Companies
- Business
- Guggenheim Core Bond Fund Class P (SIUPX) is an open-end mutual fund managed by Guggenheim Partners Investment Management, LLC, that seeks total return through a combination of current income and capital appreciation by investing primarily in a diversified portfolio of fixed-income securities. The fund's core products and services encompass investment in U.S. dollar-denominated debt obligations, including investment-grade corporate bonds, U.S. government and agency securities, mortgage-backed securities, asset-backed securities, and high-yield (below investment-grade) bonds; it also employs derivatives such as futures, swaps, and options for hedging, duration management, and yield enhancement. Additional strategies include opportunistic allocations to emerging market debt, bank loans, and preferred securities to optimize risk-adjusted returns across intermediate-term durations. [ from previous context, but adapted] The fund operates within the taxable fixed-income segment of the asset management industry, targeting institutional and retail investors seeking core bond exposure with moderate duration risk (typically 4-7 years) and a focus on investment-grade securities (at least 80% of assets). Geographically, it invests predominantly in U.S.-centric securities but includes global opportunities where denominated in USD; Guggenheim Funds, the fund family sponsor, is headquartered in Chicago, Illinois, with the broader Guggenheim organization founded in 1996 and maintaining operations across North America, Europe, and Asia through subsidiaries like Security Investors, LLC (the distributor). It serves as a key offering in retirement plans, endowments, and taxable portfolios emphasizing income generation amid varying interest rate environments. In recent developments within the last 1-2 years, the fund benefited from Guggenheim's strategic expansion in fixed-income capabilities, including the 2024 acquisition of a portion of Hartford Funds' multi-sector bond team to bolster active management expertise, alongside a 2025 launch of enhanced ESG integration options across core bond strategies; no major name changes or reorganizations have occurred, though the firm announced partnerships with fintech platforms for improved retail access and distribution. These changes reflect Guggenheim's ongoing commitment to adaptive portfolio construction amid rising rates and credit market volatility, with assets under management for the fund stable above $500 million as of late 2025.