Guggenheim Alpha Opportunity Fund Quote

SAOSX Fund  USD 22.48  0.04  0.18%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Guggenheim Alpha is trading at 22.48 as of the 22nd of November 2024; that is 0.18% increase since the beginning of the trading day. The fund's open price was 22.44. Guggenheim Alpha has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Guggenheim Alpha Opportunity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund pursues its objective by investing, under normal market conditions, in long and short positions of domestic equity and equity-related securities. Guggenheim Alpha is traded on NASDAQ Exchange in the United States. More on Guggenheim Alpha Opportunity

Moving together with Guggenheim Mutual Fund

  0.76NLSCX Neuberger Berman LongPairCorr
  0.75NLSAX Neuberger Berman LongPairCorr
  0.73NLSIX Neuberger Berman LongPairCorr

Moving against Guggenheim Mutual Fund

  0.46KF Korea ClosedPairCorr
  0.39BA Boeing Fiscal Year End 29th of January 2025 PairCorr
  0.32BRUFX Bruce Fund BrucePairCorr

Guggenheim Mutual Fund Highlights

Fund ConcentrationLong-Short Equity, Guggenheim Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date26th of May 2023
Fiscal Year EndSeptember
Guggenheim Alpha Opportunity [SAOSX] is traded in USA and was established 22nd of November 2024. The fund is listed under Long-Short Equity category and is part of Guggenheim Investments family. This fund at this time has accumulated 34.04 M in assets with no minimum investment requirementsGuggenheim Alpha Opp is currently producing year-to-date (YTD) return of 15.33% with the current yeild of 0.01%, while the total return for the last 3 years was 6.55%.
Check Guggenheim Alpha Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim Alpha Opportunity Mutual Fund Constituents

PORPortland General ElectricStockUtilities
MCKMcKessonStockHealth Care
ALVAutolivStockConsumer Discretionary
CATCaterpillarStockIndustrials
CAXtrackers California MunicipalEtfMuni California Intermediate
EEExcelerate EnergyStockEnergy
TTCToro CoStockIndustrials
UGIUGI CorporationStockUtilities
More Details

Guggenheim Alpha Opp Risk Profiles

Guggenheim Alpha Against Markets

Other Information on Investing in Guggenheim Mutual Fund

Guggenheim Alpha 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 Alpha security.
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