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GuideMark Parent Rating

Below Average

In an increasingly competitive industry, GuideMark falls behind on a number of key metrics, 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 three 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. GuideMark funds have demonstrated industry-standard durability, with a 57% three-year risk-adjusted success ratio. This means that 57% of products have both survived and beaten their respective category median on a risk-adjusted basis.

GuideMark Investments


US Open-end ex MM ex FoF ex Feeder

Total Net Assets

1.04 Bil

Investment Flows (TTM)

−50.04 Mil

Asset Growth Rate (TTM)


# of Share Classes


Highest Rated Investments

See All GuideMark Funds
Morningstar Rating # of Share Classes
Not Rated 0
The Morningstar Star Rating for Funds is a purely quantitative measure of a fund's past performance, measured from one to five stars. Star ratings are calculated at the end of every month. Investments must have at least 36 continuous months of total returns to receive a rating.

Quick Definitions: Key Morningstar Terms

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