Guggenheim Balanced Income Builder Portfolio


The trust seeks current income as the primary objective, with the potential for capital appreciation as a secondary objective.

Strategy Description

The trust seeks to provide current income with the potential for capital appreciation by investing in dividend-paying stocks of U.S.- listed companies along with shares of exchange-traded funds (“ETFs”) that invest substantially all of their assets in fixed-income securities.

The sponsor, with the assistance of Guggenheim Partners Investment Management, LLC (“GPIM”), an affiliate of Guggenheim Partners, LLC, has selected the securities to be included in the trust’s portfolio.



Series 28

Asset Class

Investment Strategy/Goal

Investment Type/Style