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Guggenheim Macro Opportunities Instl GIOIX

Analyst rating as of
NAV / 1-Day Return
23.87  /  0.32 %
Total Assets
5.9 Bil
Adj. Expense Ratio
0.970%
Expense Ratio
1.000%
Fee Level
Above Average
Longest Manager Tenure
11.02 years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
4.83%
Effective Duration
3.65 years

Morningstar’s Fund Analysis GIOIX

Will GIOIX outperform in future?

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

This offering has had short-term ups and downs but has otherwise produced fine long-term results.‎

Strategist

Summary

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Guggenheim Macro Opportunities boasts a compelling strategy, a stellar record, and considerable ‎resources. Its cheapest share classes carry Morningstar Analyst Ratings of Bronze, while its costlier C ‎class is rated Neutral.‎

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