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.
Will GIOIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GIOIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GIOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of GIOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.