GUG

Guggenheim Active Allocation Fund

Price Chart

No historical data available

Latest Quote

$15.21

+0.17 (+1.13%)
Current Price
Previous Close $15.04
Open $15.08
Day High $15.26
Day Low $15.08
Volume 75,993
Fetched: 2026-08-30T13:26:52
Stock Information
Quarterly Dividend / Yield $1.43 / 9.47%
Shares Outstanding 32.98M
Quarterly Dividend Yield 9.47%
Quarterly Dividend $1.43
Sector Financial Services
Industry Asset Management
Market Cap $501.63M
P/E Ratio 9.11
EPS (TTM) $1.67
Exchange NYQ
Recent Price History
No history data available. Data will be fetched automatically.
📰 Latest News
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Period:
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Income Statement (Annual)
Metric 2026-05-31 2025-05-31 2024-05-31 2023-05-31
Revenue
Total Revenue $55,222,273 $46,971,070 $70,155,555 $-6,129,302
Operating Revenue $55,222,273 $46,971,070 $70,155,555 $-6,129,302
Expenses
Interest Expense $7,723,027 $10,625,236 $8,657,782 $8,265,023
Operating Expense $755,471 $1,028,748 $930,681 $987,169
Other Operating Expenses $16,973 $3,390 $-20,593 $-20,052
General And Administrative Expense $738,498 $1,025,358 $951,274 $1,007,221
Income & Earnings
Net Income From Continuing Operation Net Minority Interest $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Net Interest Income $41,487,962 $42,667,225 $39,350,310 $32,515,566
Interest Income $49,210,989 $53,292,461 $48,008,092 $40,780,589
Normalized Income $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Net Income From Continuing And Discontinued Operation $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Net Income Common Stockholders $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Net Income $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Net Income Including Noncontrolling Interests $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Net Income Continuous Operations $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Pretax Income $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Per Share
Diluted EPS - $1.40 $2.11 $-0.21
Basic EPS - $1.40 $2.11 $-0.21
Other
Tax Effect Of Unusual Items $0 $0 $0 $0
Tax Rate For Calcs $0 $0 $0 $0
Diluted Average Shares $33,010,183 $32,815,944 $32,807,997 $33,887,957
Diluted NI Availto Com Stockholders $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Gain On Sale Of Security $6,146,925 $-10,473,259 $-13,501,491 $-1,043,330
Selling General And Administration $738,498 $1,025,358 $951,274 $1,007,221
Basic Average Shares - $32,815,944 $32,807,997 $33,887,957
Fetched: 2026-08-22
Balance Sheet (Annual)
Metric 2026-05-31 2025-05-31 2024-05-31 2023-05-31
Assets
Net Tangible Assets $549,865,935 $542,389,320 $543,443,616 $521,215,360
Total Assets $896,871,049 $783,574,954 $730,569,069 $723,331,805
Investmentin Financial Assets $794,165,049 $753,522,417 $718,009,879 $713,567,900
Financial Assets Designatedas Fair Value Through Profitor Loss Total $782,890,853 $753,318,985 $717,374,690 $711,154,446
Prepaid Assets $4,076 $1,898 $10,766 $12,939
Receivables $101,787,867 $26,833,217 $9,712,763 $8,349,846
Taxes Receivable $18,712 $5,977 - $468
Cash And Cash Equivalents $658,826 $519,082 $177,505 $437,351
Cash Financial $658,826 $519,082 $177,505 $437,351
Cash Cash Equivalents And Federal Funds Sold $895,345 $3,211,445 $2,835,661 $1,400,652
Debt
Net Debt $175,670,789 $181,951,237 $166,243,772 $196,072,524
Total Debt $176,329,615 $182,470,319 $166,421,277 $196,509,875
Long Term Debt And Capital Lease Obligation $176,329,615 $182,470,319 $166,421,277 $196,509,875
Liabilities
Total Liabilities Net Minority Interest $347,005,114 $241,185,634 $187,125,453 $202,116,445
Derivative Product Liabilities $1,739,446 $2,844,574 $245,369 $2,290,672
Payables $168,871,020 $55,586,211 $20,333,342 $2,937,489
Other Payable $919,946 $4,279,244 $2,587,513 $1,788,116
Accounts Payable $167,951,074 $51,306,967 $17,745,829 $1,149,373
Equity
Common Stock Equity $549,865,935 $542,389,320 $543,443,616 $521,215,360
Total Equity Gross Minority Interest $549,865,935 $542,389,320 $543,443,616 $521,215,360
Stockholders Equity $549,865,935 $542,389,320 $543,443,616 $521,215,360
Retained Earnings $-50,825,469 $-72,954,174 $-88,331,452 $-127,714,419
Other
Ordinary Shares Number $32,980,083 $32,980,083 $32,980,083 $32,980,083
Share Issued $32,980,083 $32,980,083 $32,980,083 $32,980,083
Tangible Book Value $549,865,935 $542,389,320 $543,443,616 $521,215,360
Invested Capital $726,195,550 $724,859,639 $709,864,893 $717,725,235
Total Capitalization $726,195,550 $724,859,639 $709,864,893 $717,725,235
Additional Paid In Capital $600,361,603 $615,013,693 $631,445,267 $648,599,978
Capital Stock $329,801 $329,801 $329,801 $329,801
Common Stock $329,801 $329,801 $329,801 $329,801
Investments And Advances $794,165,049 $753,522,417 $718,009,879 $713,567,900
Fetched: 2026-08-22
Cash Flow Statement (Annual)
Metric 2026-05-31 2025-05-31 2024-05-31 2023-05-31
Free Cash Flow
Free Cash Flow $50,775,462 $31,352,928 $78,558,820 $99,586,854
Operating Activities
Operating Cash Flow $50,775,462 $31,352,928 $78,558,820 $99,586,854
Financing Activities
Financing Cash Flow $-53,090,337 $-30,977,144 $-77,123,811 $-98,613,222
Net Other Financing Charges $6,431 $0 $0 $5,119
Cash Dividends Paid $-46,996,618 $-46,996,618 $-46,996,618 $-46,996,618
Common Stock Dividend Paid $-46,996,618 $-46,996,618 $-46,996,618 $-46,996,618
Dividend Received Cfo - - - $1,084
Other
Repayment Of Debt $-885,342,307 $-1,321,208,814 $-923,386,768 $-645,129,456
Issuance Of Debt $879,242,157 $1,337,228,288 $893,259,575 $593,507,733
End Cash Position $895,345 $3,211,445 $2,835,661 $1,400,652
Beginning Cash Position $3,211,445 $2,835,661 $1,400,652 $427,020
Effect Of Exchange Rate Changes $-1,225 - - -
Changes In Cash $-2,314,875 $375,784 $1,435,009 $973,632
Net Issuance Payments Of Debt $-6,100,150 $16,019,474 $-30,127,193 $-51,621,723
Net Long Term Debt Issuance $-6,100,150 $16,019,474 $-30,127,193 $-51,621,723
Long Term Debt Payments $-885,342,307 $-1,321,208,814 $-923,386,768 $-645,129,456
Long Term Debt Issuance $879,242,157 $1,337,228,288 $893,259,575 $593,507,733
Change In Working Capital $32,146,599 $18,446,852 $17,405,785 $17,176,016
Change In Other Current Liabilities $-599,351 $311,711 $1,370,109 $482,910
Change In Other Current Assets $104,773 $-165 $99 $511,469
Change In Payable $113,494,694 $35,252,869 $17,395,853 $-3,589,419
Change In Prepaid Assets $-2,178 $8,868 $2,173 $2,091
Change In Receivables $-80,851,339 $-17,126,431 $-1,362,449 $19,768,965
Other Non Cash Items $-1,704,590 $-2,329,654 $-2,031,712 $-905,289
Gain Loss On Investment Securities $-33,536,152 $-30,339,647 $-2,262,188 $91,130,522
Net Income From Continuing Operations $54,466,802 $45,942,322 $69,224,874 $-7,116,471
Fetched: 2026-08-22