Guggenheim Tactical Allocation Fund
GPTKB entity
Statements (21)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:assets |
$1.5 billion
|
| gptkbp:distribution |
monthly
|
| gptkbp:funding |
0.85%
balanced fund |
| https://www.w3.org/2000/01/rdf-schema#label |
Guggenheim Tactical Allocation Fund
|
| gptkbp:inception |
2010-01-01
|
| gptkbp:investment |
long-term capital appreciation
$1,000 |
| gptkbp:investment_focus |
equities and fixed income
|
| gptkbp:investment_strategy |
tactical asset allocation
|
| gptkbp:is_funded_by |
Guggenheim's investment team
|
| gptkbp:managed_by |
gptkb:Guggenheim_Investments
|
| gptkbp:performance |
gptkb:S&_P_500_Index
|
| gptkbp:portfolio_company |
50%
|
| gptkbp:risk_management |
moderate
|
| gptkbp:shares |
Class A shares
Class C shares Institutional shares |
| gptkbp:bfsParent |
gptkb:Guggenheim_Investments
|
| gptkbp:bfsLayer |
6
|