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