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GuidePath

GuidePath Parent Rating

Low

GuidePath lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating.

Portfolio managers at GuidePath tend not to invest alongside their shareholders, detracting from the overall stewardship assessment. None of the firm’s assets are covered by an invested manager. Only four years of average asset-weighted tenure among GuidePath'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. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 2.7 stars.

GuidePath Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

281.72 Mil

Investment Flows (TTM)

−235.48 Mil

Asset Growth Rate (TTM)

−45.29%

# of Share Classes

10
Morningstar Rating # of Share Classes
1
2
3
3
1
Not Rated 0

Quick Definitions: Key Morningstar Terms

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