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* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Guggenheim Active Allocation Fund Effective Interest Rate on Debt % Chart
Guggenheim Active Allocation Fund Annual Data
Trend
May22
May23
May24
May25
Effective Interest Rate on Debt %
0.00
3.72
4.77
6.09
Guggenheim Active Allocation Fund Semi-Annual Data
GUG vs WIW, BGY, IGD: Effective Interest Rate on Debt % Comparison
For the Asset Management subindustry, Guggenheim Active Allocation Fund's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Guggenheim Active Allocation Fund Effective Interest Rate on Debt % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Guggenheim Active Allocation Fund's Effective Interest Rate on Debt % distribution charts can be found below:
* The bar in red indicates where Guggenheim Active Allocation Fund's Effective Interest Rate on Debt % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data,
the Interest Expense data used here is two times the semi-annual (Nov. 2025) interest expense data.
Effective Interest Rate on Debt % is displayed in the 30-year financial page.
What does a Effective Interest Rate on Debt % of 4.55% mean?
Guggenheim Active Allocation Fund (GUG) has a Effective Interest Rate on Debt % of 4.55% as of Nov. 2025. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Guggenheim Active Allocation Fund and its competitors.
Is Guggenheim Active Allocation Fund's Effective Interest Rate on Debt % too high?
Guggenheim Active Allocation Fund's current Effective Interest Rate on Debt % is 4.55%. Overall, Guggenheim Active Allocation Fund has a GF Score™ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Guggenheim Active Allocation Fund's Effective Interest Rate on Debt % compare to WIW and BGY?
Guggenheim Active Allocation Fund's Effective Interest Rate on Debt % of 4.55% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Asset Management company?
A good Effective Interest Rate on Debt % depends on the Asset Management industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Guggenheim Active Allocation Fund and its competitors. Guggenheim Active Allocation Fund's current Effective Interest Rate on Debt % is 4.55%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Guggenheim Active Allocation Fund stock overvalued right now?
Guggenheim Active Allocation Fund (GUG) has a current Effective Interest Rate on Debt % of 4.55%. The current Effective Interest Rate on Debt % is 4.55%. Guggenheim Active Allocation Fund's overall GF Score™ is 32/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Guggenheim Active Allocation Fund (GUG), the current Effective Interest Rate on Debt % is 4.55% as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Guggenheim Active Allocation Fund Business Description
Guggenheim Active Allocation Fund is a diversified closed-end management investment company. The fund's investment objective is to maximize total return through a combination of current income and capital appreciation. The company invests in both fixed-income and other debt instruments selected from a variety of sectors and credit qualities, and may also invest in equities. It uses tactical asset allocation models to determine the optimal allocation of its assets between fixed-income and equity securities. A majority of its investments are made in corporate bonds and the rest in senior floating rate interests, asset-backed securities, preferred stocks, and other securities.
32GF Score
Get the complete analysis for GUG
Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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