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GIOCX Guggenheim Macro Opportunities C

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Fund GIOCX Guggenheim Macro Opportunities C EGRRX Eaton Vance Glbl Macro Abs Ret Advtg R  
100% 86%
Annual Fees
(2.11% Exp. Ratio)
(1.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$9,091.05 $10,118.47
Est. savings over 30 yrs +$1,027.42
As of 9/30/16
1 YR RETURN 4.79%
3 YR 3.88%
5 YR --
10 YR --
1 YR RETURN 9.58%
3 YR 5.43%
5 YR 4.12%
10 YR --
The investment seeks to provide total return, comprised of current income and capital appreciation. 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. It is non-diversified.
The investment seeks total return. The fund seeks its investment objective by investing in securities, derivatives and other instruments to establish long and short investment exposures around the world. Total return is defined as income plus capital appreciation. The fund normally invests in multiple countries and frequently has significant exposure to foreign currencies and investments. The fund's long and short investments primarily are sovereign exposures, including currencies, interest rates and debt instruments issued or guaranteed by sovereign entities. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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