Guggenheim Investment Grade Bond boasts a compelling strategy and stellar record but also bouts of staff turnover, warranting a Morningstar Analyst Rating of Neutral.
Will SIUSX 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 SIUSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SIUSX 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 SIUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.