GCLO – Guggenheim Investment Grade CLO ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of current income while maximizing total return. The Advisor intends to pursue its investment objective by investing, under normal circumstances, at least 80% of its assets (net assets, plus the amount of any borrowings for investment purposes) in investment grade-rated collateralized loan obligations (“CLOs”) and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to investment grade-rated CLOs. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GCLO	Guggenheim Investment Grade CLO ETF	ETF	Open	—	—	Aug 19, 2026	$60.29M	0.350%	—	—	—

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