GuideMark SM Opportunistic Equity Fund

Class Inst (GIOEX)

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.92 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 1.9%
1 Year 25.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation over the long-term, with a secondary objective of current income. The fund will invest at least 80% of its assets in equity securities. Its portfolio is constructed by combining the investment styles and strategies of multiple sub-advisors. Each sub-advisor uses its own proprietary research and securities selection processes to manage a concentrated portfolio within its allocated portion of the fund's assets. The fund may invest up to 35% of its total assets in American Depositary Receipts ("ADRs") and securities of foreign companies in both developed or emerging market countries. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
GuideMark SM Opportunistic Equity Fund has an expense ratio of 1.05 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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