Guggenheim Alpha Opportunity Fund Quote

SAOSX Fund  USD 21.89  0.24  1.11%   

Performance

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Odds Of Distress

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Guggenheim Alpha is trading at 21.89 as of the 24th of March 2025; that is 1.11% increase since the beginning of the trading day. The fund's open price was 21.65. Guggenheim Alpha has about a 22 % 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. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. 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

Guggenheim Mutual Fund Highlights

Fund ConcentrationGuggenheim Investments Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Guggenheim Investments (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date26th of May 2023
Fiscal Year EndSeptember
Guggenheim Alpha Opportunity [SAOSX] is traded in USA and was established 24th of March 2025. Guggenheim Alpha is listed under Guggenheim Investments category by Fama And French industry classification. 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 1.64% with the current yeild of 0.01%, while the total return for the last 3 years was 5.45%.
Check Guggenheim Alpha Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim Alpha Opportunity Mutual Fund Constituents

PCARPACCAR IncStockIndustrials
SSNCSSC Technologies HoldingsStockInformation Technology
CAXtrackers California MunicipalEtfMuni California Intermediate
XOMExxon Mobil CorpStockEnergy
CATCaterpillarStockIndustrials
TTCToro CoStockIndustrials
PGProcter GambleStockConsumer Staples
ADMArcher Daniels MidlandStockConsumer Staples
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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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