Guggenheim Limited Duration has a compelling strategy and stellar record and we’ve grown more comfortable around issues that had held back its People and Process Pillar ratings. We have thus raised both of them to Above Average, but lackluster pricing still keeps its Morningstar Analyst Ratings at Neutral and Negative.
Guggenheim Limited Duration A GILDX Fund Analysis
Morningstar’s Fund Analysis GILDX
Will GILDX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GILDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the GILDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of GILDX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This offering would look much better with more competitive expenses.
