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Guggenheim Macro Opportunities Instl GIOIX

Analyst rating as of
NAV / 1-Day Return
27.36  /  0.13 %
Total Assets
6.8 Bil
Adj. Expense Ratio
0.980%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
9.39 years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
4.58%
Effective Duration
3.57 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.

Execution has been impressive here over the past few years.

Strategist

Summary

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Guggenheim Macro Opportunities boasts a compelling strategy and stellar record but also bouts of staff turnover. All of its Morningstar Analyst Ratings are Neutral.

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