Guggenheim Active Allocation Fund (GUG) - Total Assets

Latest as of November 2025: $763.70 Million USD

Based on the latest financial reports, Guggenheim Active Allocation Fund (GUG) holds total assets worth $763.70 Million USD as of November 2025. Total assets represent everything the company owns and controls, combining both current assets—like cash and cash equivalents, accounts receivable, and inventories—and non-current assets such as property, plant, equipment (PP&E), intangible assets, and long-term investments. See GUG total equity for net asset value and shareholders' equity analysis.

Guggenheim Active Allocation Fund - Total Assets Trend (2022–2025)

This chart illustrates how Guggenheim Active Allocation Fund's total assets have evolved over time, based on quarterly financial data.

Guggenheim Active Allocation Fund - Asset Composition Analysis

Current Asset Composition (May 2025)

Guggenheim Active Allocation Fund's total assets of $763.70 Million consist of 3.5% current assets and 96.5% non-current assets.

Asset Category Amount (USD) % of Total Assets
Cash & Equivalents $0.00 0.1%
Accounts Receivable $26.83 Million 3.4%
Inventory $0.00 0.0%
Property, Plant & Equipment $0.00 0.0%
Intangible Assets $0.00 0.0%
Goodwill $0.00 0.0%

Asset Composition Trend (2022–2025)

This chart illustrates how Guggenheim Active Allocation Fund's asset composition has evolved over time. Understanding changes in asset allocation can provide insights into the company's strategic shifts, capital allocation priorities, and business focus evolution. For live market cap, price, and company overview, see Guggenheim Active Allocation Fund stock valuation.

Key Asset Composition Facts

  • Current vs. Non-Current Assets: Guggenheim Active Allocation Fund's current assets represent 3.5% of total assets in 2025, an increase from 3.4% in 2022.
  • Cash Position: Cash and equivalents constituted 0.1% of total assets in 2025, up from 0.0% in 2022.
  • Tangible vs. Intangible: Intangible assets (including goodwill) make up 0.0% of total assets, unchanged from 0.0% in 2022.
  • Asset Diversification: The largest asset category is accounts receivable at 3.4% of total assets.

Guggenheim Active Allocation Fund Competitors by Total Assets

Key competitors of Guggenheim Active Allocation Fund based on total assets are shown below.

Company Country Total Assets
BlackRock Technology and Private Equity Term Trust
NYSE:BTX
USA $938.97 Million
Sprott Physical Silver
TO:PSLV
Canada CA$9.40 Billion
Groep Brussel Lambert NV
BR:GBLB
Belgium €25.54 Billion
Sprott Physical Gold and Silver Trust
TO:CEF
Canada CA$7.31 Billion
Australian Foundation Investment Company Ltd
AU:AFI
Australia AU$9.94 Billion
Argo Investments Ltd
AU:ARG
Australia AU$7.91 Billion
Norte Grande
SN:NORTEGRAN
Chile CL$2.91 Billion
Cuprum
SN:CUPRUM
Chile CL$932.92 Billion

Guggenheim Active Allocation Fund - Liquidity and Working Capital Analysis

Liquidity ratios measure a company's ability to pay off its short-term debts as they come due, using the company's current or quick assets. Working capital represents the operational liquidity available.

Key Liquidity Metrics

Metric Current 1 Year Ago 5 Years Ago
Current Ratio 0.09 1.24 1.26
Quick Ratio 0.09 1.24 1.26
Cash Ratio 0.00 0.00 0.00
Working Capital $-26.95 Million $4.15 Million $53.28 Million

Guggenheim Active Allocation Fund - Advanced Valuation Insights

This section examines the relationship between Guggenheim Active Allocation Fund's asset base and its market valuation, helping to identify whether the company's assets are efficiently translated into market value.

Key Valuation Metrics

Current Price-to-Book Ratio 0.93
Latest Market Cap to Assets Ratio 0.65
Asset Growth Rate (YoY) 7.3%
Total Assets $783.57 Million
Market Capitalization $509.54 Million USD

Valuation Analysis

Below Book Valuation: The market values Guggenheim Active Allocation Fund's assets below their book value (0.65x), which may indicate investor concerns about asset quality or future growth.

Positive Asset Growth: Guggenheim Active Allocation Fund's assets grew by 7.3% over the past year, showing continued investment in the company's operational capacity.

Annual Total Assets for Guggenheim Active Allocation Fund (2022–2025)

The table below shows the annual total assets of Guggenheim Active Allocation Fund from 2022 to 2025.

Year Total Assets Change
2025-05-31 $783.57 Million +7.26%
2024-05-31 $730.57 Million +1.00%
2023-05-31 $723.33 Million -13.59%
2022-05-31 $837.05 Million --

About Guggenheim Active Allocation Fund

NYSE:GUG USA Asset Management
Market Cap
$526.69 Million
Market Cap Rank
#12442 Global
#2919 in USA
Share Price
$15.97
Change (1 day)
+0.82%
52-Week Range
$14.84 - $16.32
All Time High
$16.40
About

Guggenheim Active Allocation Fund operates in various business sectors.