SAOSX : Guggenheim Alpha Opportunity Fund Class P

SAOSX is a Alternatives Market Short with MODERATE fees.

SAOSX

Guggenheim Alpha Opportunity Fund Class P

FI Score

31 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

31% FI Score
  • saosx
  • Mutual Fund
  • Alternatives
  • Short

Guggenheim Alpha Opportunity Fund Class P

Expenses: 1.66% (Better than 1% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund pursues its objective by investing, under normal market conditions, in long and short positions of domestic equity and equity-related securities. It may invest in domestic equity securities, including small-, mid-, and large-capitalization securities. The fund also may invest in derivative instruments, including swaps on selected baskets of equity securities, to enable the fund to pursue its investment objective without investing directly in the securities of companies to which the fund is seeking exposure.

Largest Holdings

Amount Holding
4.61% Gs Equity Custom Basket
4.29% Ms Equity Custom Basket
1.09% McKesson Corp
1.04% Omnicom Group Inc
1.00% Verizon Communications Inc
0.96% Kimberly-Clark Corp
0.94% Merck & Co Inc
0.93% Amgen Inc
0.92% Johnson & Johnson
0.90% Pfizer Inc
0.90% Procter & Gamble Co
0.89% FedEx Corp
0.85% Molson Coors Beverage Co B
0.82% JM Smucker Co
0.78% Lexington Realty Trust
0.78% Public Service Enterprise Group Inc
0.78% FirstEnergy Corp
0.77% Eli Lilly and Co
0.77% Medtronic PLC
0.76% Honeywell International Inc
0.75% C.H. Robinson Worldwide Inc
0.74% NRG Energy Inc
0.73% Facebook Inc A

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