Morningstar

Guggenheim Macro Opportunities Fund Class R6 GIOSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Guggenheim Investment Hub

Morningstar’s Analysis GIOSX

Will GIOSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GIOSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GIOSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GIOSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Guggenheim Macro Opportunities has further validated its approach.

Senior Principal Eric Jacobson

Eric Jacobson

Senior Principal

Summary

Former CIO Scott Minerd, who passed away in 2022, developed the fund's process. It’s a distinctive framework that draws on lessons from behavioral finance to decentralize decision-making among groups focused on macro research, sector research, portfolio construction, and portfolio management. Each group uses a deliberate, slowed-down process to avoid mistakes. This fund and its siblings have very strong records, including over the more than three years since Minerd’s passing.

by Eric Jacobson
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