GUG

Guggenheim Active Allocation Fund (GUG) is a diversified closed-end management investment company operated by Guggenheim Partners Investment Management, LLC. The fund seeks to provide total return through a combination of current income and capital appreciation by investing in a diversified portfolio across multiple asset classes and sectors. GUG employs a flexible, risk-managed investment approach that allocates assets among equities, fixed-income securities, and alternative investments based on market conditions and valuation opportunities. The fund's investment strategy emphasizes both domestic and international securities, including common stocks, corporate bonds, government securities, and derivatives. As a closed-end fund, GUG trades on the New York Stock Exchange and maintains a fixed number of shares, with its market price potentially trading at a premium or discount to its net asset value. The fund utilizes leverage to enhance potential returns, which simultaneously increases risk exposure. Guggenheim Partners, the fund's advisor, manages over $230 billion in assets and brings institutional investment expertise to the fund's management. GUG provides investors with access to a professionally managed, multi-asset class portfolio with monthly dividend distributions. The fund's tactical allocation approach allows the management team to adjust positioning across sectors and asset classes in response to evolving market dynamics, economic indicators, and relative value opportunities.