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SAOIX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

SAOIX price forecast, quote, news & analysis

Category: @Long-Short
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are QUALCOMM (NASDAQ:QCOM), Incyte Corp (NASDAQ:INCY).

Industry description

The investment seeks long-term capital growth. Under normal market conditions, the fund pursues its objective by investing in long and short positions of domestic equity and equity-related securities. The fund will ordinarily hold simultaneous long and short positions in equity securities or securities markets that provide exposure up to a level equal to 150% of the fund’s net assets for both the long and short positions.

Market Cap

The average market capitalization across the NAA Opportunity Fund Institutional MF is 45.3B. The market cap for tickers in the group ranges from 6.07B to 178.32B. QCOM holds the highest valuation in this group at 178.32B. The lowest valued company is BCC at 6.07B.

Volume

The average weekly volume growth across all stocks in the NAA Opportunity Fund Institutional MF was -3%. For the same stocks of the MF, the average monthly volume growth was 85% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 41
P/E Growth Rating: 23
Price Growth Rating: 35
SMR Rating: 57
Profit Risk Rating: 48
Seasonality Score: 56 (-100 ... +100)
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A.I.Advisor
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General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
Guggenheim Investments805 King Farm Boulevard, Suite 600Rockville
Phone
N/A
Web
www.guggenheiminvestments.com