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Guggenheim Alpha Opportunity Instl SAOIX

Quantitative rating as of
NAV / 1-Day Return
26.61  /  0.78 %
Total Assets
32.7 Mil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Long-Short Equity
Investment Style
Mid Value
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
0.79%
Turnover
169%

Morningstar’s Analysis SAOIX

Will SAOIX 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 Below Average Process Pillar rating limit Guggenheim Alpha Opportunity Instl to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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