GUG (Guggenheim Active Allocation Fund) Moat Score : 1/10 (As of Jul. 08, 2025)

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What is Guggenheim Active Allocation Fund Moat Score?

Guggenheim Active Allocation Fund has the Moat Score of 1, 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 it operates in the highly competitive asset management industry with low barriers to entry, no significant brand strength, and limited pricing power.

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.

Competitive Comparison of Guggenheim Active Allocation Fund's Moat Score

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's Moat Score Distribution in the 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.

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

Guggenheim Active Allocation Fund Moat Score Related Terms

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Guggenheim Active Allocation Fund Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Guggenheim Active Allocation Fund (NYSE:GUG) » Definitions » Moat Score

Comparable Companies

Traded in Other Exchanges

N/A

Address

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

Website

https://www.guggenheiminvestments.com

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.

Executives

Ronald Nyberg	director, other: Trustee	10865 AVENUE OF THE AMERICAS,, 31ST FLOOR, NEW YORK NY 10018
Toupin Ronald E Jr	director, other: Trustee	117 ASHLAND AVENUE, RIVER FOREST IL 60305
Randall C Barnes	director, other: Trustee	2455 CORPORATE WEST DRIVE, LISLE IL 60187
Angela Brock-kyle	director, other: Trustee	3700 COLONNADE PARKWAY, BIRMINGHAM AL 35243
Sandra G Sponem	director, other: Trustee	800 NICOLLET MALL, J1012057, MINNEAPOLIS MN 55402-7020
William Rehder	officer: Assistant Vice President	227 W MONROE STREET, CHICAGO IL 60606
B. Scott Minerd	other: Chief Inv. Officer of Adviser	2455 CORPORATE WEST DRIVE, LISLE IL 60532
Guggenheim Funds Investment Advisors, Llc	other: Investment Adviser	227 WEST MONROE STREET, CHICAGO IL 60606
Guggenheim Partners Investment Management, Llc	other: Investment Adviser Affiliate	100 WILSHIRE BOULEVARD, 5TH FLOOR, SANTA MONICA CA 90401
Hollowell Iii Orenzo Perry	other: Portfolio Manager	330 MADISON AVENUE, NEW YORK NY 10017
Anne Bookwalter Walsh	other: Managing Dir. to Subadvisor	2455 CORPORATE WEST DRIVE, LISLE IL 60532
Bryan Stone	officer: Vice President	2455 CORPORATE WEST DRIVE, LISLE IL 60532
Steven H. Brown	other: Portfolio Manager	227 WEST MONROE STREET, 49TH FLOOR, CHICAGO IL 60606
Glenn Mcwhinnie	officer: Assistant Treasurer	227 W. MONROE STREET, CHICAGO IL 60606
Adam Bloch	other: portfolio manager	2455 CORPORATE WEST DRIVE, LISLE IL 60532

Guggenheim Active Allocation Fund Headlines

From GuruFocus

Morgan Stanley's Strategic Acquisition of Guggenheim Active Allocation Fund Shares

By GuruFocus News • 02-04-2025

Insider Buying: Ronald Nyberg Acquires Additional Shares of Guggenheim Active Allocation Fund (GUG)

By GuruFocus News • 05-08-2025