GUG (Guggenheim Active Allocation Fund) Moat Score: 2/10 (As of Jul. 27, 2026)

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GUG Guggenheim Active Allocation Fund GUG
32 GF Score
Price $15.32
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What is Guggenheim Active Allocation Fund Moat Score?

Guggenheim Active Allocation Fund GUG -0.52% 32 Moat Score is 2 as of Jul. 27, 2026. GuruFocus rates GUG with a GF Score™ of 32/100. The stock has 7 warning signs investors should review. Among 1,696 Asset Management companies, Guggenheim Active Allocation Fund ranks better than 80.13% on this metric.

Guggenheim Active Allocation Fund has the Moat Score of 2, which implies that the company might have No Moat - Very weak/transient advantages.

Guggenheim Active Allocation Fund has No Moat: Guggenheim Active Allocation Fund has no discernible moat. As a financial product, it lacks unique competitive advantages such as network effects, customer switching costs, or proprietary technology. The fund operates in a highly competitive market with low barriers to entry, limiting its ability to establish a durable moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Guggenheim Active Allocation Fund might have No Moat - Very weak/transient advantages.

Guggenheim Active Allocation Fund  (NYSE:GUG) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Guggenheim Active Allocation Fund Moat Score Related Terms

GUG vs WIW, BGY, IGD: Moat Score Comparison

For the Asset Management subindustry, Guggenheim Active Allocation Fund's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Guggenheim Active Allocation Fund's Moat Score distribution charts can be found below:

* The bar in red indicates where Guggenheim Active Allocation Fund's Moat Score falls into.


GUG
32GF Score
Guggenheim Active Allocation Fund GUG
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 2 mean?
Guggenheim Active Allocation Fund (GUG) has a Moat Score of 2 as of Jul. 27, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Guggenheim Active Allocation Fund ranks #337 out of 1696 companies in the Asset Management industry, placing it in the top 19.9%.
Is Guggenheim Active Allocation Fund's Moat Score too high?
Guggenheim Active Allocation Fund's current Moat Score is 2. Based on the distribution chart, Guggenheim Active Allocation Fund ranks #337 out of 1696 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. 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 Moat Score compare to WIW and BGY?
According to the Asset Management industry distribution chart, Guggenheim Active Allocation Fund ranks #337 out of 1696 companies for Moat Score. This places Guggenheim Active Allocation Fund in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Guggenheim Active Allocation Fund's current Moat Score is 2. 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 Moat Score of 2. The current Moat Score is 2. 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 Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Guggenheim Active Allocation Fund (GUG), the current Moat Score is 2 as of Jul. 27, 2026. 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

Address 227 West Monroe Street, Chicago, IL, USA, 60606
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

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