Guggenheim Total Return Bond brings together a compelling strategy and considerable resources. With an upgrade to Above Average for the strategy’s People Pillar, its cheapest share classes now carry Bronze Analyst ratings, and Neutral for its costlier C shares.
Morningstar’s Fund Analysis GIBIX
Will GIBIX 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 GIBIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the GIBIX 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 GIBIX’s parent organization’s priorities and whether they’re in line with investors’ interests.