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Morningstar

GuidePath® Tactical Allocation Svc GPTUX Fund Analysis

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

Morningstar’s Analysis GPTUX

Will GPTUX outperform in 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 GPTUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GPTUX 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 GPTUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

GuidePath® Tactical Allocation Svc earns a Morningstar Medalist Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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