Guggenheim Active Allocation Fund (GUG) Stock

Profile

Country:

United States

IPO:

24 November 2021

Indexes:

Not included

Website:

Description:

The Guggenheim Active Allocation Fund is an investment fund that aims to provide capital appreciation by actively managing a diversified portfolio. It adjusts asset allocations based on market conditions, seeking to optimize returns while managing risk for investors.

Key Details

Price

$15.78

TTM Dividend Yield

9.03%(-11.03% YoY)

Annual Revenue

$70.16 M(+1244.59% YoY)

Beta

0.38

Events Calendar

Earnings

Next earnings date:

N/A

Recent quarterly earnings:

N/A

Recent annual earnings:

N/A
Dividend

Next ex-dividend date:

N/A

Recent ex-dividend date:

Nov 15, 2024
Splits

Next split:

N/A

Recent split:

N/A

Analyst ratings

Recent major analysts updates

No data about analysts updates

Market Data

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Institutional Ownership

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accesswire.com27 September 2024

SURREY, BC / ACCESSWIRE / September 27, 2024 / Gungnir Resources Inc. (TSXV:GUG)(OTC PINK:ASWRF) ("Gungnir" or the "Company") announces that it has granted incentive stock options to employees, directors and/or officers of Gungnir to acquire an aggregate of 2,000,000 common shares at $0.05 per share, for a period of 5 years. These incentive stock options have been granted in accordance with Gungnir's Stock Option Plan.

GUG: An Attractive Discount For A Multi-Sector Fixed-Income Focused Fund
GUG: An Attractive Discount For A Multi-Sector Fixed-Income Focused Fund
GUG: An Attractive Discount For A Multi-Sector Fixed-Income Focused Fund
GUG
seekingalpha.com21 May 2024

Guggenheim Active Allocation Fund trades at a wide discount, making it an interesting choice for a closed-end fund looking for multi-sector fixed-income exposure. The GUG fund's portfolio is focused on lower-rated debt investments, but with significant diversification to help reduce risk. GUG's distribution yield is attractive at 9.65%, but its net investment income coverage is lacking, which means they will require gains to help cover its distribution.

GUG: Potential Pressure On The Distribution, But The CEF Looks Decent Right Now
GUG: Potential Pressure On The Distribution, But The CEF Looks Decent Right Now
GUG: Potential Pressure On The Distribution, But The CEF Looks Decent Right Now
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Seeking Alpha25 March 2024

The Guggenheim Active Allocation Fund offers a current yield of 9.63%, which compares well to its peers in the "Hybrid-Global Allocation" fund category. The GUG closed-end fund's performance has been mixed, with shares up 3.87% since December 2023, but its portfolio has actually delivered a negative return over the period. The fund primarily invests in bonds and debt securities, with a small allocation to equities, and employs leverage to boost its yield and total return.

GUG: Not Perfect, But Still A Decent Way To Invest In The Debt Markets
GUG: Not Perfect, But Still A Decent Way To Invest In The Debt Markets
GUG: Not Perfect, But Still A Decent Way To Invest In The Debt Markets
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Seeking Alpha26 December 2023

The Guggenheim Active Allocation Fund offers a 9.97% yield and invests in both stocks and bonds. The fund's performance since its inception has been poor, with shares down 28.90% over the period. The fund is heavily weighted towards bonds, particularly high-yield corporate bonds and bank loans, which offer better risk-adjusted returns in the current environment.

GUG: Discount Widens And Keeps This Fund Interesting
GUG: Discount Widens And Keeps This Fund Interesting
GUG: Discount Widens And Keeps This Fund Interesting
GUG
Seeking Alpha15 October 2023

Guggenheim Active Allocation Fund is a relatively safer alternative to the Guggenheim Strategic Opportunities Fund. GUG has a more reasonable distribution and better valuation, with a similar portfolio from the same investment managers. GUG's discount has widened to -14.23%, making it an interesting option for investors looking for a fund that has the flexibility to invest dynamically.

GUG: Discount Remains Attractive For This 'Active Allocation' Fund
GUG: Discount Remains Attractive For This 'Active Allocation' Fund
GUG: Discount Remains Attractive For This 'Active Allocation' Fund
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Seeking Alpha20 June 2023

Guggenheim Active Allocation Fund is an interesting fund, focusing on 'active allocation,' though they haven't appeared too active thus far. GUG has a higher emphasis on fixed-income assets and provides a more reasonable and sustainable distribution than GOF at a much better valuation, making it a potential swap alternative. The fund's performance improved in 2023 after a period that was rough for almost all equities and fixed-income investments, and its discount has shown signs of stabilizing.

FAQ

  • What is the primary business of Guggenheim Active Allocation Fund?
  • What is the ticker symbol for Guggenheim Active Allocation Fund?
  • Does Guggenheim Active Allocation Fund pay dividends?
  • What sector is Guggenheim Active Allocation Fund in?
  • What industry is Guggenheim Active Allocation Fund in?
  • What country is Guggenheim Active Allocation Fund based in?
  • When did Guggenheim Active Allocation Fund go public?
  • Is Guggenheim Active Allocation Fund in the S&P 500?
  • Is Guggenheim Active Allocation Fund in the NASDAQ 100?
  • Is Guggenheim Active Allocation Fund in the Dow Jones?
  • When does Guggenheim Active Allocation Fund report earnings?

What is the primary business of Guggenheim Active Allocation Fund?

The Guggenheim Active Allocation Fund is an investment fund that aims to provide capital appreciation by actively managing a diversified portfolio. It adjusts asset allocations based on market conditions, seeking to optimize returns while managing risk for investors.

What is the ticker symbol for Guggenheim Active Allocation Fund?

The ticker symbol for Guggenheim Active Allocation Fund is NYSE:GUG

Does Guggenheim Active Allocation Fund pay dividends?

Yes, Guggenheim Active Allocation Fund pays dividends. The last payment was $0.12, with an ex-dividend date on 15 November 2024

What sector is Guggenheim Active Allocation Fund in?

Guggenheim Active Allocation Fund is in the Financial Services sector

What industry is Guggenheim Active Allocation Fund in?

Guggenheim Active Allocation Fund is in the Asset Management industry

What country is Guggenheim Active Allocation Fund based in?

Guggenheim Active Allocation Fund is headquartered in United States

When did Guggenheim Active Allocation Fund go public?

Guggenheim Active Allocation Fund's initial public offering (IPO) was on 24 November 2021

Is Guggenheim Active Allocation Fund in the S&P 500?

No, Guggenheim Active Allocation Fund is not included in the S&P 500 index

Is Guggenheim Active Allocation Fund in the NASDAQ 100?

No, Guggenheim Active Allocation Fund is not included in the NASDAQ 100 index

Is Guggenheim Active Allocation Fund in the Dow Jones?

No, Guggenheim Active Allocation Fund is not included in the Dow Jones index

When does Guggenheim Active Allocation Fund report earnings?

The date for Guggenheim Active Allocation Fund's next earnings report has not been announced yet