GUG Stock: Guggenheim Active Allocation Fund Stock Price, Analysis & Insights
Get live GUG stock price $16.11, comprehensive Guggenheim Active Allocation Fund stock analysis, charts, news, and expert forecast. Real-time GUG stock data and investment insights.
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Guggenheim Active Allocation Fund (GUG) Overview
Guggenheim Active Allocation Fund (GUG) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, GUG trades at $16.11 with a market capitalization of 531.31M . Over the past 52 weeks, GUG has traded between $14.70 and $16.50 , with the current price positioned at approximately 78% of this range . The st...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 531.31M
- Current price: $16.11
- 52-week range: $14.70 - $16.50
- P/E ratio: 12.59
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Guggenheim Active Allocation Fund, a closed-end investment management firm, was established on May 20, 2021, and is based in Chicago, Illinois.
Company Information
- CEO
- Brian Edward Binder
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 227 West Monroe Street
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Valuation metrics suggest potential value opportunity (P/E: 12.6)
✓ Lower volatility stock (Beta: 0.77) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Guggenheim Active Allocation Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Guggenheim Active Allocation Fund
- ⚠Investors should consider how Guggenheim Active Allocation Fund fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
531.31M
P/E Ratio (TTM)
12.59
Beta
0.77
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.