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Guggenheim Active Allocation FundGUG -0.52%32 Pretax Margin % is 98.77% as of Nov. 2025, which is 0% above its 10-year median of 98.67. GuruFocus rates GUG with a GF Scoreâ„¢ of 32/100. The stock has 7 warning signs investors should review. Among 1,574 Asset Management companies, Guggenheim Active Allocation Fund ranks better than 65.37% on this metric.
The historical rank and industry rank for Guggenheim Active Allocation Fund's Pretax Margin % or its related term are showing as below:
GUG'
s Pretax Margin % Range Over the Past 10 Years
Min: 97.79 Med: 98.67 Max: 116.1
Current: 97.79
GUG's Pretax Margin % is ranked better than 65.37% of 1574
companies
in the Asset Management industry
Industry Median: 89.925
vs GUG: 97.79
Guggenheim Active Allocation Fund (NYSE:GUG) Pretax Margin % Explanation
The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.
The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.
It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.
The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.
Guggenheim Active Allocation Fund Pretax Margin % Related Terms
Guggenheim Active Allocation Fund Pretax Margin % Historical Data
* 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 Pretax Margin % Chart
Guggenheim Active Allocation Fund Annual Data
Trend
May22
May23
May24
May25
Pretax Margin %
0.00
116.10
98.67
97.81
Guggenheim Active Allocation Fund Semi-Annual Data
For the Asset Management subindustry, Guggenheim Active Allocation Fund's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Guggenheim Active Allocation Fund's Pretax Margin % distribution charts can be found below:
* The bar in red indicates where Guggenheim Active Allocation Fund's Pretax Margin % 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.
Guggenheim Active Allocation Fund (GUG) has a Pretax Margin % of 98.77% as of Nov. 2025. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Guggenheim Active Allocation Fund and its competitors. This is near median its historical median of 98.67. Over the past decade, Guggenheim Active Allocation Fund's Pretax Margin % has ranged from 97.79 to 116.10. According to the industry distribution chart, Guggenheim Active Allocation Fund ranks #545 out of 1574 companies in the Asset Management industry, placing it in the top 34.6%.
Is Guggenheim Active Allocation Fund's Pretax Margin % too high?
Guggenheim Active Allocation Fund's current Pretax Margin % of 98.77% is near median its 10-year median of 98.67. Over the past 10 years, this metric has ranged from a low of 97.79 to a high of 116.10. The Asset Management industry median Pretax Margin % is 89.93. Guggenheim Active Allocation Fund's value of 98.77% is 9.8% above this industry median. Based on the distribution chart, Guggenheim Active Allocation Fund ranks #545 out of 1574 companies in the Asset Management industry, which is above the industry midpoint. Overall, Guggenheim Active Allocation Fund has a GF Scoreâ„¢ of 32/100, reflecting its overall financial health beyond just this single metric.
How does Guggenheim Active Allocation Fund's Pretax Margin % compare to WIW and BGY?
According to the Asset Management industry distribution chart, Guggenheim Active Allocation Fund ranks #545 out of 1574 companies for Pretax Margin %. This puts Guggenheim Active Allocation Fund in the upper half of its industry. The industry median Pretax Margin % is 89.93. Guggenheim Active Allocation Fund's value of 98.77% is 9.8% above this benchmark. Historically, Guggenheim Active Allocation Fund's own Pretax Margin % has ranged from 97.79 to 116.10 over the past decade. While the company's 10-year median is 98.67 vs. the industry median of 89.93, Guggenheim Active Allocation Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.93, based on 1,574 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Guggenheim Active Allocation Fund's current Pretax Margin % of 98.77% is 9.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Guggenheim Active Allocation Fund and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.93 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Guggenheim Active Allocation Fund's current Pretax Margin % is 98.77%, which is near median its own 10-year median of 98.67. 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 Pretax Margin % of 98.77%. The current Pretax Margin % is 98.77%, which is near median its 10-year median of 98.67 and 9.8% above the Asset Management industry median of 89.93. 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 Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Guggenheim Active Allocation Fund (GUG), the current Pretax Margin % is 98.77% 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
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