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Guggenheim Floating Rate Strategies Fund
mutual fund
GIFCX
Payout Change
Pending
Price as of:
$24.27
+0.01
+0.04%
primary theme
Bank Loan
share class
GIFCX (Mutual Fund)
Guggenheim Floating Rate Strategies Fund
Payout Change
Pending
Price as of:
$24.27
+0.01
+0.04%
primary theme
Bank Loan
share class
GIFCX (Mutual Fund)
Guggenheim Floating Rate Strategies Fund
Payout Change
Pending
Price as of:
$24.27
+0.01
+0.04%
primary theme
Bank Loan
share class
Name
As of 12/10/2024Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
6.5%
1 yr return
7.2%
3 Yr Avg Return
5.2%
5 Yr Avg Return
4.2%
Net Assets
$998 M
Holdings in Top 10
13.1%
52 WEEK LOW AND HIGH
$24.3
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 1.91%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 57.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$2,500
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 12/10/2024Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
GIFCX - Profile
Distributions
- YTD Total Return 6.5%
- 3 Yr Annualized Total Return 5.2%
- 5 Yr Annualized Total Return 4.2%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.61%
- Dividend Yield 6.6%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameGuggenheim Floating Rate Strategies Fund
-
Fund Family NameGuggenheim
-
Inception DateNov 30, 2011
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerB. Scott Minerd
Fund Description
The Fund will, under normal circumstances, invest at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in floating rate senior secured syndicated bank loans, floating rate revolving credit facilities (“revolvers”), floating rate unsecured loans, floating rate asset backed securities (including floating rate collateralized loan obligations (“CLOs”)), other floating rate bonds, loans, notes and other securities (which may include, principally, senior secured, senior unsecured and subordinated bonds), fixed income instruments with respect to which the Fund has entered into derivative instruments to effectively convert the fixed rate interest payments into floating rate income payments, and derivative instruments (based on their notional value for purposes of this 80% strategy) that provide exposure (i.e., economic characteristics similar) to floating rate or variable rate loans, obligations or other securities. The loans in which the Fund will invest, generally made by banks and other lending institutions, are made to (or issued by) corporations, partnerships and other business entities. Floating rate loans feature rates that reset regularly, maintaining a fixed spread over a reference rate, such as the Secured Overnight Financing Rate ("SOFR"), other references rates derived from SOFR or the prime rates of large money-center banks. The interest rates for floating rate loans typically reset quarterly, although rates on some loans may adjust at other intervals.The Fund invests in other fixed-income instruments of various maturities which may be represented by bonds, debt securities, commercial paper, forwards, derivatives or other similar instruments that Guggenheim Partners Investment Management, LLC, also known as Guggenheim Investments (the “Investment Manager”), believes provide the potential to deliver a high level of current income. Securities in which the Fund invests also may include corporate bonds, convertible securities (including those that are deemed to be “busted” because they are trading well below their equity conversion value), agency and non-agency mortgage-backed securities, asset-backed securities (including collateralized mortgage-backed securities) and CLOs. The Fund may invest in a variety of investment vehicles, such as closed-end funds, exchange-traded funds (“ETFs”) and other mutual funds.The Fund may hold securities of any quality, rated or unrated, including those that are rated below investment grade, or, if unrated, determined by the Investment Manager to be of quality comparable to below investment grade securities (also known as “high yield securities” or “junk bonds”) or any other quality. The Fund may hold below investment grade securities with no limit. The Fund may hold non-registered or restricted securities (consisting of securities originally issued in reliance on Rule 144A and Regulation S securities). The Fund may also invest in securities of real estate investment trusts (“REITs”) and other real estate companies.The Fund will principally invest in U.S. dollar denominated loans and other securities of U.S. companies, but may also invest in securities of non-U.S. companies, non-U.S. dollar denominated loans and securities (including, but not limited to, denominated in Euros, British pounds, Swiss francs or Canadian dollars), including loans and securities of emerging market countries, sovereign debt securities and Eurodollar bonds and obligations. The Investment Manager may attempt to reduce foreign currency exchange rate risk by entering into contracts with banks, brokers or dealers to purchase or sell securities or foreign currencies at a future date (“forward contracts”).The Fund also may seek exposures through derivative transactions, including: foreign exchange forward contracts; futures on securities, indices, currencies and other investments; Eurodollar futures; options; interest rate swaps; cross-currency swaps; total return swaps; and credit default swaps, which may also create economic leverage in the Fund. The Fund may engage in derivative transactions for speculative purposes to enhance total return, to seek to hedge against fluctuations in securities prices, interest rates or currency rates, to change the effective duration of its portfolio, to manage certain investment risks, as a substitute for the purchase or sale of securities or currencies and/or to obtain or replicate market exposure. The Fund may use leverage to the extent permitted by applicable law by entering into reverse repurchase agreements and transactions equivalent to a borrowing for investment purposes.The Fund also may engage, to the full extent permitted by applicable law, in repurchase agreements, forward commitments, short sales and securities lending. The Fund may, without limitation, seek to obtain exposure to the securities in which it primarily invests by entering into a series of purchase and sale contracts or by using other investment techniques (such as dollar rolls).The Investment Manager’s investment philosophy is predicated upon the belief that thorough research and independent thought are rewarded with performance that has the potential to outperform benchmark indexes with both lower volatility and lower correlation of returns as compared to such benchmark indexes.The Investment Manager may determine to sell a security for several reasons, including but not limited to the following: (1) to adjust the portfolio’s average maturity or duration, or to shift assets into or out of higher-yielding securities; (2) if a security’s credit rating has been changed, the Investment Manager's credit outlook has changed, or for other similar reasons; (3) to meet redemption requests; (4) to take gains; or (5) due to relative value. Under certain circumstances, the Fund may invest in securities that are in default at the time of purchase. If a security defaults subsequent to purchase by the Fund, the Investment Manager will determine in its discretion whether to hold or dispose of such security. Under adverse or unstable market conditions or abnormal circumstances (for example, in the event of credit events, where it is deemed opportune to preserve gains, or to preserve the relative value of investments or in the case of large cash inflows or anticipated large redemptions), the Fund can make temporary investments and may not be able to pursue or achieve its investment objective.
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GIFCX - Performance
Return Ranking - Trailing
| Period | GIFCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.5% | -3.4% | 10.9% | 92.83% |
| 1 Yr | 7.2% | -3.2% | 13.1% | 93.58% |
| 3 Yr | 5.2%* | -6.8% | 8.2% | 65.37% |
| 5 Yr | 4.2%* | -6.1% | 38.3% | 69.71% |
| 10 Yr | 3.4%* | -2.0% | 19.9% | 70.33% |
* Annualized
Return Ranking - Calendar
| Period | GIFCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2023 | 3.8% | -12.0% | 11.1% | 19.62% |
| 2022 | -5.5% | -22.9% | 5.1% | 13.18% |
| 2021 | 1.5% | -12.2% | 11.1% | 26.59% |
| 2020 | -2.6% | -14.1% | 289.8% | 50.41% |
| 2019 | 2.1% | -8.1% | 7.5% | 60.43% |
Total Return Ranking - Trailing
| Period | GIFCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 6.5% | -3.4% | 10.9% | 92.83% |
| 1 Yr | 7.2% | -3.2% | 13.1% | 93.58% |
| 3 Yr | 5.2%* | -6.8% | 8.2% | 65.37% |
| 5 Yr | 4.2%* | -6.1% | 38.3% | 69.71% |
| 10 Yr | 3.4%* | -2.0% | 19.9% | 70.33% |
* Annualized
Total Return Ranking - Calendar
| Period | GIFCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2023 | 12.5% | -12.0% | 22.1% | 44.53% |
| 2022 | -1.6% | -22.9% | 5.1% | 28.68% |
| 2021 | 4.3% | -10.2% | 11.1% | 66.67% |
| 2020 | 0.9% | -14.1% | 306.9% | 67.36% |
| 2019 | 6.1% | -3.6% | 10.5% | 78.72% |
NAV & Total Return History
GIFCX - Holdings
Concentration Analysis
| GIFCX | Category Low | Category High | GIFCX % Rank | |
|---|---|---|---|---|
| Net Assets | 998 M | 29.9 M | 13.5 B | 38.22% |
| Number of Holdings | 337 | 2 | 2051 | 52.53% |
| Net Assets in Top 10 | 123 M | -191 M | 2.37 B | 40.86% |
| Weighting of Top 10 | 13.05% | 5.2% | 100.7% | 58.20% |
Top 10 Holdings
- Federated Hermes U.S. Treasury Cash Reserves Fund - Institutional Shares 3.51%
- SPDR Blackstone Senior Loan ETF 2.66%
- Arcline FM Holdings, LLC 0.99%
- American Bath Group LLC 0.91%
- CoreLogic, Inc. 0.88%
- CTEC III GmbH 0.88%
- Pelican Products, Inc. 0.86%
- Virgin Media Bristol LLC 0.80%
- Hayward Industries, Inc. 0.80%
- Da Vinci Purchaser Corp. 0.76%
Asset Allocation
| Weighting | Return Low | Return High | GIFCX % Rank | |
|---|---|---|---|---|
| Bonds | 95.44% | 0.00% | 161.82% | 48.64% |
| Cash | 3.51% | -61.90% | 16.36% | 40.47% |
| Stocks | 3.09% | 0.00% | 100.74% | 24.90% |
| Convertible Bonds | 0.03% | 0.00% | 5.51% | 44.71% |
| Other | 0.01% | -52.39% | 26.58% | 47.86% |
| Preferred Stocks | 0.00% | -3.99% | 7.54% | 76.65% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | GIFCX % Rank | |
|---|---|---|---|---|
| Utilities | 0.00% | 0.00% | 100.00% | 91.01% |
| Technology | 0.00% | 0.00% | 100.00% | 93.12% |
| Real Estate | 0.00% | 0.00% | 48.61% | 91.01% |
| Industrials | 0.00% | 0.00% | 100.00% | 91.53% |
| Healthcare | 0.00% | 0.00% | 100.00% | 91.53% |
| Financial Services | 0.00% | 0.00% | 89.61% | 91.01% |
| Energy | 0.00% | 0.00% | 100.00% | 7.94% |
| Communication Services | 0.00% | 0.00% | 100.00% | 97.88% |
| Consumer Defense | 0.00% | 0.00% | 100.00% | 91.01% |
| Consumer Cyclical | 0.00% | 0.00% | 97.66% | 92.06% |
| Basic Materials | 0.00% | 0.00% | 1.36% | 91.53% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | GIFCX % Rank | |
|---|---|---|---|---|
| US | 3.09% | -0.01% | 100.74% | 24.90% |
| Non US | 0.00% | 0.00% | 0.68% | 71.60% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | GIFCX % Rank | |
|---|---|---|---|---|
| Corporate | 84.41% | 0.00% | 99.80% | 77.25% |
| Cash & Equivalents | 3.51% | 0.00% | 25.03% | 39.30% |
| Securitized | 1.33% | 0.00% | 91.68% | 27.84% |
| Government | 0.21% | 0.00% | 3.18% | 4.71% |
| Municipal | 0.00% | 0.00% | 0.47% | 66.67% |
| Derivative | -0.01% | -11.46% | 0.67% | 89.49% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | GIFCX % Rank | |
|---|---|---|---|---|
| US | 93.83% | 0.00% | 124.50% | 37.74% |
| Non US | 1.61% | 0.00% | 63.23% | 39.30% |
GIFCX - Expenses
Operational Fees
| GIFCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.91% | 0.03% | 5.51% | 20.83% |
| Management Fee | 0.65% | 0.00% | 1.89% | 63.26% |
| 12b-1 Fee | 1.00% | 0.00% | 1.00% | 89.47% |
| Administrative Fee | N/A | 0.02% | 0.27% | 36.43% |
Sales Fees
| GIFCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 1.00% | 5.75% | N/A |
| Deferred Load | 1.00% | 1.00% | 1.00% | 62.50% |
Trading Fees
| GIFCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| GIFCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 57.00% | 4.00% | 180.00% | 45.04% |
GIFCX - Distributions
Dividend Yield Analysis
| GIFCX | Category Low | Category High | GIFCX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 6.60% | 0.00% | 11.13% | 78.49% |
Dividend Distribution Analysis
| GIFCX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
| GIFCX | Category Low | Category High | GIFCX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 2.61% | 1.77% | 9.82% | 90.12% |
Capital Gain Distribution Analysis
| GIFCX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Nov 29, 2024 | $0.134 | OrdinaryDividend |
| Oct 31, 2024 | $0.148 | OrdinaryDividend |
| Sep 30, 2024 | $0.146 | OrdinaryDividend |
| Aug 30, 2024 | $0.172 | OrdinaryDividend |
| Jul 31, 2024 | $0.146 | OrdinaryDividend |
| May 31, 2024 | $0.170 | OrdinaryDividend |
| Apr 30, 2024 | $0.148 | OrdinaryDividend |
| Mar 28, 2024 | $0.163 | OrdinaryDividend |
| Feb 29, 2024 | $0.154 | OrdinaryDividend |
| Jan 31, 2024 | $0.151 | OrdinaryDividend |
| Dec 29, 2023 | $0.164 | OrdinaryDividend |
| Nov 30, 2023 | $0.157 | OrdinaryDividend |
| Oct 31, 2023 | $0.160 | OrdinaryDividend |
| Sep 29, 2023 | $0.159 | OrdinaryDividend |
| Aug 31, 2023 | $0.165 | OrdinaryDividend |
| Jul 31, 2023 | $0.145 | OrdinaryDividend |
| Jun 30, 2023 | $0.161 | OrdinaryDividend |
| May 31, 2023 | $0.156 | OrdinaryDividend |
| Apr 28, 2023 | $0.123 | OrdinaryDividend |
| Mar 31, 2023 | $0.154 | OrdinaryDividend |
| Feb 28, 2023 | $0.137 | OrdinaryDividend |
| Jan 31, 2023 | $0.131 | OrdinaryDividend |
| Dec 30, 2022 | $0.138 | OrdinaryDividend |
| Nov 30, 2022 | $0.119 | OrdinaryDividend |
| Oct 31, 2022 | $0.115 | OrdinaryDividend |
| Sep 30, 2022 | $0.093 | OrdinaryDividend |
| Aug 31, 2022 | $0.091 | OrdinaryDividend |
| Jul 29, 2022 | $0.080 | OrdinaryDividend |
| Jun 30, 2022 | $0.065 | OrdinaryDividend |
| May 31, 2022 | $0.055 | OrdinaryDividend |
| Apr 29, 2022 | $0.050 | OrdinaryDividend |
| Mar 31, 2022 | $0.048 | OrdinaryDividend |
| Feb 28, 2022 | $0.034 | OrdinaryDividend |
| Jan 31, 2022 | $0.034 | OrdinaryDividend |
| Dec 31, 2021 | $0.051 | OrdinaryDividend |
| Nov 30, 2021 | $0.042 | OrdinaryDividend |
| Oct 29, 2021 | $0.051 | OrdinaryDividend |
| Sep 30, 2021 | $0.047 | OrdinaryDividend |
| Aug 31, 2021 | $0.044 | OrdinaryDividend |
| Jul 30, 2021 | $0.051 | OrdinaryDividend |
| Jun 30, 2021 | $0.060 | OrdinaryDividend |
| May 28, 2021 | $0.073 | OrdinaryDividend |
| Apr 30, 2021 | $0.054 | OrdinaryDividend |
| Mar 31, 2021 | $0.049 | OrdinaryDividend |
| Feb 26, 2021 | $0.048 | OrdinaryDividend |
| Jan 29, 2021 | $0.054 | OrdinaryDividend |
| Dec 31, 2020 | $0.058 | OrdinaryDividend |
| Nov 30, 2020 | $0.056 | OrdinaryDividend |
| Oct 30, 2020 | $0.062 | OrdinaryDividend |
| Sep 30, 2020 | $0.024 | ReturnOfCapital |
| Sep 30, 2020 | $0.057 | OrdinaryDividend |
| Aug 31, 2020 | $0.016 | ReturnOfCapital |
| Aug 31, 2020 | $0.039 | OrdinaryDividend |
| Jul 31, 2020 | $0.020 | ReturnOfCapital |
| Jul 31, 2020 | $0.047 | OrdinaryDividend |
| Jun 30, 2020 | $0.015 | ReturnOfCapital |
| Jun 30, 2020 | $0.037 | OrdinaryDividend |
| May 29, 2020 | $0.017 | ReturnOfCapital |
| May 29, 2020 | $0.040 | OrdinaryDividend |
| Apr 30, 2020 | $0.020 | ReturnOfCapital |
| Apr 30, 2020 | $0.048 | OrdinaryDividend |
| Mar 31, 2020 | $0.021 | ReturnOfCapital |
| Mar 31, 2020 | $0.051 | OrdinaryDividend |
| Feb 28, 2020 | $0.020 | ReturnOfCapital |
| Feb 28, 2020 | $0.046 | OrdinaryDividend |
| Jan 31, 2020 | $0.023 | ReturnOfCapital |
| Jan 31, 2020 | $0.055 | OrdinaryDividend |
| Dec 31, 2019 | $0.074 | OrdinaryDividend |
| Nov 29, 2019 | $0.077 | OrdinaryDividend |
| Oct 31, 2019 | $0.082 | OrdinaryDividend |
| Sep 30, 2019 | $0.073 | OrdinaryDividend |
| Aug 30, 2019 | $0.087 | OrdinaryDividend |
| Jul 31, 2019 | $0.087 | OrdinaryDividend |
| Dec 20, 2018 | $0.020 | ExtraDividend |
| Dec 20, 2018 | $0.000 | CapitalGainShortTerm |
| Dec 01, 2016 | $0.005 | ExtraDividend |
| Dec 04, 2014 | $0.054 | CapitalGainShortTerm |
| Dec 04, 2014 | $0.030 | CapitalGainLongTerm |
| Dec 04, 2014 | $0.123 | ExtraDividend |
GIFCX - Fund Manager Analysis
Managers
B. Scott Minerd
Start Date
Tenure
Tenure Rank
Nov 30, 2011
10.51
10.5%
B. Scott Minerd, Chairman, Global Chief Investment Officer, Managing Partner and Portfolio Manager of Guggenheim Partners. Mr. Minerd joined Guggenheim Partners (or its affiliate or predecessor) in May 1998. Mr. Minerd leads Guggenheim Partners' research on global macroeconomics and guides the firm’s investment strategies.Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units. Prior to that, Mr. Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse. Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC, where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania.
Anne Walsh
Start Date
Tenure
Tenure Rank
Nov 30, 2011
10.51
10.5%
Anne B. Walsh, Chief Investment Officer, Fixed Income, Senior Managing Director and Portfolio Manager of Guggenheim Partners. Ms. Walsh joined Guggenheim Partners (or its affiliate or predecessor) in 2007 is also the head of the Portfolio Construction Group and Portfolio Management. She oversees more than $185 billion in fixed-income investments including Agencies, Credit, Municipals, and Structured Securities. She is responsible for portfolio design, strategy, sector allocation and risk management, as well as conveying Guggenheim Partners' macroeconomic outlook to Portfolio Managers and fixed income Sector Specialists. Ms. Walsh specializes in liability-driven portfolio management. Prior to joining Guggenheim Partners, she served as Chief Investment Officer at Reinsurance Group of America, and also held roles at Zurich Scudder Investments, Lincoln Investment Management and American Bankers Insurance Group. She has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute. Ms. Walsh received her BSBA and MBA from Auburn University and her J.D. from the University of Miami School of Law.
Thomas Hauser
Start Date
Tenure
Tenure Rank
Nov 17, 2014
7.54
7.5%
Thomas J. Hauser, Senior Managing Director and Portfolio Manager of Guggenheim Partners. He has co-managed Series F since November 2014 and Series P since January 2017. Mr. Hauser joined Guggenheim Partners (or its affiliate or predecessor) in 2002 and is a member of Guggenheim’s Corporate Credit Group. He is also a member of the Investment Committee overseeing Guggenheim’s corporate credit investing activities. Prior to his role as a portfolio manager, Mr. Hauser ran a team with Joseph McCurdy covering a variety of sectors including Technology, Media and Telecom, Education, Metals and Mining, Homebuilding, Healthcare, and Energy and Power. He has over 10 years' experience in the high yield and leverage loan class. During his career at the firm, Mr. Hauser has been an analyst covering a variety of sectors, including the Energy, Power, Transportation and Chemical sectors. Mr. Hauser received his B.S. in Finance from St. Johns University.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.09 | 21.18 | 6.08 | 3.25 |
