Guggenheim Total Return Bond boasts a compelling strategy and stellar record but has historically had an aggressive streak and bouts of staff turnover. All of its Morningstar Analyst Ratings are Neutral, save a Negative rating for its pricey C shares.
Will GIBLX 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 GIBLX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GIBLX 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 GIBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.