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GuideMark

GuideMark Parent Rating

Below Average

GuideMark has a ways to go to become an industry-standard steward, resulting in a Below Average Parent Pillar rating.

A quality holding back GuideMark from the top tier of stewards is its managers' limited personal investments in their respective products, which helps to align portfolio manager and shareholder interests. Currently, none of the firm’s assets are covered by invested managers. Only four years of average asset-weighted tenure among GuideMark's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. The firm’s lineup has demonstrated industry-average durability. Its three-year risk-adjusted success ratio is 60%, meaning that 60% of funds have survived and beaten their respective category median on a risk-adjusted basis. A low success ratio not only indicates weak performance but it can raise flags about a firm's discipline around investment strategy and product development.

GuideMark Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.16 Bil

Investment Flows (TTM)

−94.13 Mil

Asset Growth Rate (TTM)

−8.76%

# of Share Classes

5
Morningstar Rating # of Share Classes
0
2
2
1
0
Not Rated 0

Quick Definitions: Key Morningstar Terms

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