Guggenheim Total Return Bond boasts a compelling strategy and stellar record but also bouts of staff turnover. All of its Morningstar Analyst Ratings are Neutral.
Will GIBAX 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 GIBAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GIBAX 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 GIBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.