Morningstar

Guggenheim Floating Rate Strategies Fund Class P GIFPX Fund Analysis

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

Morningstar’s Analysis GIFPX

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

  • People Pillar

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

A prudent approach has worked well over the long term.

Senior Principal Eric Jacobson

Eric Jacobson

Senior Principal

Summary

Guggenheim Floating Rate pairs expansive resources with a comparatively less-aggressive style, including four named managers who help marshal those resources. CIO Anne Walsh and CIO of fixed income Steven Brown have kept in place the model designed by Walsh's predecessor Scott Minerd, who passed away in 2022. Tom Hauser, a senior member of the group’s corporate credit investment committee, and trader Christopher Keywork both joined the strategy in 2023 and are more involved in running it day to day.

by Eric Jacobson
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