Guggenheim Alpha Opportunity C (SAOCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Guggenheim Alpha Opportunity C
Rockville, MD 20850
805 King Farm Boulevard, Suite 600
Guggenheim Investments
Management information
,Lead manager since 27 January 2015
Samir Sanghani’s responsibilities include equity portfolio management, research, and development of strategies as head of the Quantitative Strategies Group in Santa Monica. He also leads a team of fundamental sector analysts covering US equities. Prior to joining Guggenheim in 2008, he was portfolio manager of a value/opportunistic equity hedge fund. Mr. Sanghani also served as VP of Operations and Chief Compliance Officer at a multi-manager hedge fund firm offering fundamental and quantitative equity long/short strategies. Prior to this, he was a Management Consultant for six years at PricewaterhouseCoopers. Mr. Sanghani holds a B.S. degree in Electrical and Computer Engineering from Rice University and an MBA from M.I.T. Sloan School of Management. He has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLong-Short Equity
Fund familyGuggenheim Investments
Net assets39.32M
YTD return11.73%
Yield0.00%
Morningstar rating★★
Inception date6 Jul 2003
Fund operations
Last dividend0.03
Last cap gain-99.00
Holdings turnover309.00%
Average for categoryN/A
Fees and expenses
ExpenseSAOCXCategory average
Annual report expense ratio (net)2.50%1.92%
Prospectus net expense ratio2.50%N/A
Prospectus gross expense ratio2.77%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.33%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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