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Morningstar

Guggenheim Alpha Opportunity C SAOCX

Morningstar Analyst Rating
Quantitative rating as of | See Guggenheim Investment Hub
  • NAV / 1-Day Return 15.96  /  0.63 %
  • Total Assets 32.9 Mil
  • Adj. Expense Ratio
    2.510%
  • Expense Ratio 2.510%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 283%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis SAOCX

Will SAOCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAOCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SAOCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SAOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Guggenheim Alpha Opportunity C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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