Guggenheim Alpha Opportunity Fund Equity Positions Weight
| SAOCX Fund | USD 19.63 0.08 0.41% |
Guggenheim Alpha Opportunity fundamentals help investors to digest information that contributes to Guggenheim Alpha's financial success or failures. It also enables traders to predict the movement of Guggenheim Mutual Fund. The fundamental analysis module provides a way to measure Guggenheim Alpha's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Guggenheim Alpha mutual fund.
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Guggenheim Alpha Opportunity Mutual Fund Equity Positions Weight Analysis
Guggenheim Alpha's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Guggenheim Alpha Equity Positions Weight | 93.95 % |
Most of Guggenheim Alpha's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Guggenheim Alpha Opportunity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Guggenheim Alpha Opportunity has an Equity Positions Weight of 93%. This indicator is about the same for the Guggenheim Investments average (which is currently at 94.94) family and significantly higher than that of the Long-Short Equity category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Guggenheim Alpha
The fund consists of 93.95% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Guggenheim Alpha's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Guggenheim Fundamentals
| Price To Earning | 15.60 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 0.80 X | ||||
| Total Asset | 210 K | ||||
| Year To Date Return | 14.99 % | ||||
| One Year Return | 15.60 % | ||||
| Three Year Return | 5.67 % | ||||
| Five Year Return | 5.18 % | ||||
| Ten Year Return | 6.94 % | ||||
| Net Asset | 34.04 M | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 4.66 % | ||||
| Equity Positions Weight | 93.95 % |
About Guggenheim Alpha Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Guggenheim Alpha Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Guggenheim Alpha using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Guggenheim Alpha Opportunity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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