Guggenheim Limited Duration Fund outperforms benchmark in Q1 2026.

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Guggenheim Limited Duration Fund outperforms benchmark in Q1 2026. The fund delivered a 0.38 percent return, exceeding the Bloomberg U.S. Aggregate 1–3 Years Index's 0.32 percent gain. Income generation from the fund's yield advantage over its benchmark drove both absolute and relative performance. In response to rising breakeven inflation rates following geopolitical tensions, the fund reduced its short-dated Treasury Inflation-Protected Securities allocation. The fund strategically increased below investment-grade exposure during spread-widening periods while maintaining a lower-risk foundation. Within securitized markets, the fund expanded its structured credit positioning, emphasizing select asset-backed securities and non-qualified mortgage residential mortgage-backed securities to enhance portfolio diversification and yield generation.

Tuesday, May 12, 2026 at 9:40 AM

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