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Guggenheim Alpha Opportunity C SAOCX

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%

Morningstar’s Analysis SAOCX

Will SAOCX 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 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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