Guggenheim Core Bond Fund
SIUSX
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
- Aug 15, 1985
- CIK
- 0000088525
- Website
- guggenheiminvestments.com
- Similar Companies
- Business
- Guggenheim Core Bond Fund (Ticker: SIUSX) is an open-end mutual fund managed by Guggenheim Funds Investment Advisors, LLC, that seeks total return through a combination of current income and capital appreciation by investing primarily in a diversified portfolio of investment-grade debt securities. The fund offers exposure to a range of fixed income products and services, including U.S. Treasury and government agency securities; investment-grade corporate bonds; mortgage-backed securities (agency and non-agency); asset-backed securities; and municipal bonds, with flexibility to allocate up to 25% of assets to high-yield bonds, emerging markets debt, or other fixed income instruments for enhanced yield potential. It employs active management strategies such as duration management, sector rotation, and credit selection to navigate interest rate and credit market dynamics, targeting intermediate-term core bond investors such as retirement plans, institutions, and individual portfolios seeking stability and income. The fund operates within the broader asset management industry, serving target markets that include high-net-worth individuals, financial advisors, endowments, and pension funds across the United States, with primary geographic focus on U.S.-domiciled securities but including global opportunistically selected debt. Guggenheim Funds Investment Advisors, LLC, founded as part of the Guggenheim Partners family in 1997 (with roots tracing to Security Investors dating back further), is headquartered in Chicago, Illinois, and functions as a subsidiary of Guggenheim Partners, LLC, a global investment and advisory firm. In recent developments, the fund launched under the Guggenheim Investments brand following strategic enhancements in 2022-2023, including expanded access to proprietary Security Investors strategies emphasizing multisector bond expertise; it benefited from Guggenheim Partners' broader platform integrations, such as bolstered research capabilities post the 2021 acquisition of Security Benefit Corporation assets, enhancing distribution and operational scale. No major name changes, reorganizations, or funding rounds specific to SIUSX have occurred in the last 1-2 years, though Guggenheim Funds continues portfolio optimizations amid Federal Reserve rate adjustments in 2024-2025.