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Naa Opportunity Fund Institutional Class: (MF: SAOIX)

(NASDAQ Mutual Funds) As of Jul 21, 2026 05:08 PM ET

$35.71 USD

+0.34 (0.96%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for SAOIX

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

Buy 2
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
NAA Opportunity I SAOIX NA NA 0.00 0.00 0.90 1.39

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Guggenheim Alpha Opportunity A SAOAX 35.80 7/7/2003 0.63 12.18 8.11 5.38
Guggenheim Alpha Opportunity C SAOCX 41.72 7/7/2003 0.00 11.37 7.30 4.60
Guggenheim Alpha Opportunity I SAOIX 35.71 11/10/2008 0.86 12.48 8.39 5.67

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
NAA Opportunity I SAOIX 2000000 0 0 A

Contact Information

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