Guggenheim Alpha Opportunity Fund Quote

SAOSX Fund  USD 30.49  0.00  0.00%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Guggenheim Alpha is trading at 30.49 as of the 20th of June 2025; that is No Change since the beginning of the trading day. The fund's open price was 30.49. Guggenheim Alpha has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of March 2025 and ending today, the 20th of June 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

Moving together with Guggenheim Mutual Fund

  0.81SAOIX Guggenheim Alpha OppPairCorr

Moving against Guggenheim Mutual Fund

  0.76SVUIX Guggenheim Mid CapPairCorr
  0.65SAOCX Guggenheim Alpha OppPairCorr
  0.5GUCPX Gugg Actv InvmtPairCorr
  0.5GULDX Gugg Actv InvmtPairCorr

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 20th of June 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 4.98% with the current yeild of 0.01%, while the total return for the last 3 years was 5.01%.
Check Guggenheim Alpha Probability Of Bankruptcy

Instrument Allocation

Top Guggenheim Alpha Opportunity Mutual Fund Constituents

FDXFedExStockIndustrials
CVSCVS Health CorpStockHealth Care
FLRFluorStockIndustrials
HPQHP IncStockInformation Technology
KMIKinder MorganStockEnergy
JNPRJuniper NetworksStockInformation Technology
VLOValero EnergyStockEnergy
GNTXGentexStockConsumer Discretionary
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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