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Guggenheim Alpha Opportunity A SAOAX

Quantitative rating as of
  • NAV / 1-Day Return 17.69  /  0.28 %
  • Total Assets 32.0 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.72%
  • Turnover 283%

Morningstar’s Analysis SAOAX

Will SAOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Guggenheim Alpha Opportunity A to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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