Guggenheim Macro Opportunities Fund Quote
| GIOSX Fund | USD 24.74 0.01 0.04% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Guggenheim Macro is trading at 24.74 as of the 23rd of November 2024; that is 0.04% up since the beginning of the trading day. The fund's open price was 24.73. Guggenheim Macro has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Guggenheim Macro Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests in a wide range of fixed-income and other debt and equity securities selected from a variety of sectors and credit qualities, principally corporate bonds, syndicated bank loans and other direct lending opportunities, participations in and assignments of syndicated bank loans, asset-backed securities, U.S. More on Guggenheim Macro Opportunities
Moving together with Guggenheim Mutual Fund
Guggenheim Mutual Fund Highlights
| Fund Concentration | Guggenheim Investments Funds, Large Blend Funds, Nontraditional Bond Funds, Nontraditional Bond, Guggenheim Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
Guggenheim Macro Opportunities [GIOSX] is traded in USA and was established 23rd of November 2024. Guggenheim Macro is listed under Guggenheim Investments category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Guggenheim Investments family. This fund currently has accumulated 4.19 B in assets under management (AUM) with no minimum investment requirementsGuggenheim Macro Opp is currently producing year-to-date (YTD) return of 7.18% with the current yeild of 0.06%, while the total return for the last 3 years was 2.58%.
Check Guggenheim Macro Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Guggenheim Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Guggenheim Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Guggenheim Macro Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Guggenheim Macro Opportunities Mutual Fund Constituents
| SAOIX | Guggenheim Alpha Opportunity | Mutual Fund | Long-Short Equity | |
| GDX | VanEck Gold Miners | Etf | Equity Precious Metals | |
| GIKRX | Guggenheim Limited Duration | Mutual Fund | Short-Term Bond | |
| GILHX | Guggenheim Limited Duration | Mutual Fund | Short-Term Bond | |
| GIYIX | Guggenheim Ultra Short | Mutual Fund | Ultrashort Bond | |
| GURIX | Guggenheim Risk Managed | Mutual Fund | Real Estate | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| IVV | iShares Core SP | Etf | Large Blend |
Guggenheim Macro Opp Risk Profiles
| Mean Deviation | 0.0774 | |||
| Standard Deviation | 0.1163 | |||
| Variance | 0.0135 | |||
| Downside Variance | 0.009 |
Guggenheim Macro Against Markets
Other Information on Investing in Guggenheim Mutual Fund
Guggenheim Macro financial ratios help investors to determine whether Guggenheim Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Guggenheim with respect to the benefits of owning Guggenheim Macro security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |