Guggenheim Mutual Fund Buy Hold or Sell Recommendation

GIOSX -  USA Fund  

USD 26.91  0.02  0.07%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Guggenheim Macro Opportunities is 'Hold'. Macroaxis provides Guggenheim Macro buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding GIOSX positions. The advice algorithm takes into account all of Guggenheim Macro's available fundamental, technical, and predictive indicators you will find on this site.

Guggenheim Advice 

The advice is provided from Guggenheim Macro's buy-and-hold perspective. Please check Guggenheim Macro Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Guggenheim and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Guggenheim Macro Opportunities.

Execute Guggenheim Macro Buy or Sell Advice

The Guggenheim recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Guggenheim Macro Opportunities. Macroaxis does not own or have any residual interests in Guggenheim Macro Opportunities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Guggenheim Macro's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Guggenheim MacroBuy Guggenheim Macro


Very steadyDetails

Hype Condition


Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Guggenheim Macro Opportunities has a Risk Adjusted Performance of (0.22), Jensen Alpha of (0.025424), Total Risk Alpha of (0.022281) and Treynor Ratio of (3.56)
Our trade recommendations module complements current analysts and expert consensus on Guggenheim Macro Opportunities. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Please utilize Guggenheim Macro Opportunities three year return and equity positions weight to make buy, hold, or sell decision on Guggenheim Macro.

Guggenheim Macro Trading Alerts and Improvement Suggestions

Guggenheim Macro Opp generated a negative expected return over the last 90 days
Guggenheim Macro Opp is unlikely to experience financial distress in the next 2 years
The fund retains about 9.59% of its assets under management (AUM) in cash

Guggenheim Macro Returns Distribution Density

The distribution of Guggenheim Macro's historical returns is an attempt to chart the future uncertainty of Guggenheim Macro's future price movements. The chart of the probability distribution of Guggenheim Macro stock daily returns describes the distribution of returns around its average expected value. We use Guggenheim Macro Opportunities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Guggenheim Macro returns is essential to provide solid investment advice for Guggenheim Macro stock.
Mean Return-0.02Value At Risk-0.15
Potential Upside0.11Standard Deviation0.09
 Return Density 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Guggenheim Macro historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Guggenheim Macro Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Guggenheim Macro or Guggenheim Investments sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Guggenheim Macro stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Guggenheim stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
Alpha over DOW
Beta against DOW0.0072
Overall volatility
Information ratio 0.05

Guggenheim Macro Volatility Alert

Guggenheim Macro Opportunities exhibits very low volatility with skewness of 0.08 and kurtosis of 0.7. However, we advise investors to further study Guggenheim Macro Opportunities technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Guggenheim Macro's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Guggenheim Macro's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Guggenheim Macro Implied Volatility

Guggenheim Macro's implied volatility exposes the market's sentiment of Guggenheim Macro Opportunities stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Guggenheim Macro's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Guggenheim Macro stock will not fluctuate a lot when Guggenheim Macro's options are near their expiration.

Guggenheim Macro Fundamentals Vs Peers

Comparing Guggenheim Macro's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Guggenheim Macro's direct or indirect competition across all of the common fundamentals between Guggenheim Macro and the related equities. This way, we can detect undervalued stocks with similar characteristics as Guggenheim Macro or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Guggenheim Macro's fundamental indicators could also be used in its relative valuation, which is a method of valuing Guggenheim Macro by comparing valuation metrics with those of similar companies.
 Better Than Average     
 Worse Than Average Compare Guggenheim Macro to competition
FundamentalsGuggenheim MacroPeer Average
One Year Return(1.29) %4.15 %
Three Year Return1.16 %3.60 %
Five Year Return2.63 %3.24 %
Net Asset7.61 B4.11 B
Minimum Initial Investment2 M976.16 K
Last Dividend Paid0.090.65
Cash Position Weight9.59 %10.61 %
Equity Positions Weight5.14 %63.90 %
Bond Positions Weight80.12 %11.24 %

About Guggenheim Macro Buy or Sell Advice

When is the right time to buy or sell Guggenheim Macro Opportunities? Buying financial instruments such as Guggenheim Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Guggenheim Macro investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Guggenheim Macro in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. Dividend Beast theme has 60 constituents.
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Please check Guggenheim Macro Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Guggenheim Macro Opp information on this page should be used as a complementary analysis to other Guggenheim Macro's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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Please note, there is a significant difference between Guggenheim Macro's value and its price as these two are different measures arrived at by different means. Investors typically determine Guggenheim Macro value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Guggenheim Macro's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.