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Guggenheim Macro Opportunities Instl GIOIX

Analyst rating as of
NAV / 1-Day Return
24.80  /  0.01 %
Total Assets
7.4 Bil
Adj. Expense Ratio
0.970%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
10.48 years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
3.79%
Effective Duration
2.12 years
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Morningstar’s Analysis

Will GIOIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Paired with lower costs, this impressive offering would look even better.

Strategist

Summary

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Guggenheim Macro Opportunities boasts a compelling strategy, a stellar record, and considerable resources. With an upgrade to Above Average for the strategy’s People Pillar, its cheapest share classes now carry Morningstar Analyst Ratings of Bronze, and Neutral for its costlier C shares.

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