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Naa Opportunity Fund Class C: (MF: SAOCX)

(NASDAQ Mutual Funds) As of Nov 10, 2026 05:18 PM ET

$42.18 USD

+0.29 (0.69%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for SAOCX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

Fund Description

The fund is managed by Security Management Company, LLC and was incepted in July 2003. The fund seeks long-term growth of capital. The fund pursues its objective by investing, under normal market conditions, approximately 50% of its total assets according to a long/short strategy managed by the fund's sub-adviser and 50% of its total assets in a portfolio of equity securities, equity derivatives and fixed income securities that is intended to closely track the performance of the S&P 500 Composite Stock Price Index (the 'S&P 500 Index').

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
NAA Opportunity C SAOCX NA NA 1.00 1.00 0.90 2.39

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Guggenheim Alpha Opportunity A SAOAX 37.42 7/7/2003 0.61 18.19 8.23 6.68
Guggenheim Alpha Opportunity C SAOCX 42.18 7/7/2003 0.00 17.32 7.43 5.88
Guggenheim Alpha Opportunity I SAOIX 37.07 11/10/2008 0.82 18.49 8.53 6.96

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
NAA Opportunity C SAOCX 2500 100 0 A

Contact Information

Family New Age Alpha
Address 555 Theodore Fremd Avenue, Suite A101
Rye, NY 10580
Phone 212 922-2698