Guggenheim Active Allocation Fund (GUG) Investment Research Dashboard
About Guggenheim Active Allocation Fund (GUG) stock analysis
Get live GUG stock price $15.38, comprehensive Guggenheim Active Allocation Fund stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time GUG stock data and investment insights.
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Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
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: 12.0)
✓ 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
507.23M
P/E Ratio (TTM)
12.02
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.
Financial Services (1D)
82/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- -0.1%
- NASDAQ
- -0.1%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Healthcare | +0.1% | +2.6% | +1.4% | 23.5 | 83/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +1.0% | +1.8% | 19.2 | 82/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.7% | -2.1% | +2.2% | 22.2 | 71/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.3% | +1.6% | +0.4% | 29.2 | 69/100⭐⭐⭐⭐ |
| Energy | +0.1% | -0.2% | -2.1% | 19.5 | 57/100⭐⭐⭐⭐ |
| Basic Materials | -0.8% | +0.4% | -1.9% | 24.9 | 56/100⭐⭐⭐⭐ |
| Utilities | -1.4% | +1.8% | -2.6% | 25.4 | 47/100⭐⭐⭐ |
| Real Estate | -1.3% | +1.4% | -2.3% | 29.5 | 44/100⭐⭐⭐ |
| Consumer Cyclical | -0.2% | -2.1% | -4.5% | 42.9 | 16/100⭐ |
| Industrials | -1.0% | -0.7% | -9.4% | 30.5 | 14/100⭐ |
| Technology | -2.0% | -1.2% | -5.7% | 41.9 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.