|Guggenheim Investments, P.O. Box 758567 , Topeka, KS 66675|
|Fund Manager||Michael P. Byrum|
|Manager Tenure||16 Years 10 Months|
The Fund seeks to provide investment results that match, before fees and expenses, the performance of a specific benchmark on a daily basis. The Fund s current benchmark is 150% of the performance of the S&P 500 Index (the underlying index ). The Fund does not seek to achieve its investment objective over a period of time greater than one day. The Fund employs as its investment strategy a program of investing in the common stock of companies that are generally with in the capitalization range of the underlying index and leveraged derivative instruments, which primarily consist of equity index swaps and swaps on exchange-traded funds ("ETFs"), futures contracts, and options on securities, futures contracts, and stock in dices. While the Fund may write (sell) and purchase swaps, i t expects primarily to purchase swaps. Swap a greements and futures and options contracts, if used properly, may enable the Fund to meet its objective by increasing the Fund s exposure to the securities included in the underlying index or to securities whose performance is highly correlated to that of the Fund s benchmark. The Advisor attempts to consistently apply lever a ge t increase the Fund's exposure to 150% of the underlying index, and expect s to re balance the Fund's holdings daily to maintain such exposure. The Fund s use of derivatives and the leveraged investment exposure created by such use are expected to be significant. Certain of the Fund s derivatives investments may be traded in the overthe-counter ( OTC ) market.
|Asset Type||% Of Allocation|
|Total Net Assets||20.67 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$1000|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|GSY||GUGGENHEIM ULTRA SHORT DURATI||5.30%|
|AMZN||AMAZON COM INC||3.31%|
|GFSBX||GUGGENHEIM STRATEGY FD II||2.34%|
|GOOG||ALPHABET INC CLASS C||1.65%|
|GOOGL||ALPHABET INC CLASS A||1.60%|
|BRK.B||BERKSHIRE HATHAWAY INC CL B||1.18%|
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