Guggenheim Strategic Opportunities Fund
About: Guggenheim Strategic Opportunities Fund is a diversified, closed-end management investment company. The investment objective of the firm is to maximize total return through a combination of current income and capital appreciation. The Fund seeks to combine a credit-managed fixed-income portfolio with access to a diversified pool of alternative investments and equity strategies.
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
209% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 11
55% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 40
11% more funds holding
Funds holding: 150 [Q3] → 166 (+16) [Q4]
3% more capital invested
Capital invested by funds: $368M [Q3] → $379M (+$11.8M) [Q4]
0.04% less ownership
Funds ownership: 17.36% [Q3] → 17.32% (-0.04%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for GOF.
Financial journalist opinion
Based on 3 articles about GOF published over the past 30 days
Neutral
Seeking Alpha
1 day ago
Forget Growth: 5 Big Safe Yields Worth Considering
The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.
Neutral
Seeking Alpha
3 days ago
My Income Portfolio: Financial Awareness
The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the selection of the most appropriate tools for developing that awareness. In my case, the instruments I have adopted are largely high-income vehicles, with monthly and, in some cases, quarterly distribution.
Neutral
GlobeNewsWire
1 week ago
Guggenheim Investments Announces March 2025 Closed-End Fund Distributions
NEW YORK, March 03, 2025 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced that certain closed-end funds have declared their distributions. The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).
Positive
Seeking Alpha
1 month ago
My 9.5% Income Portfolio-Like Mosaic Tiles
Our investments, usually conceived and implemented gradually over time, are the pieces of a personal mosaic that form the whole of our assets. One solution for entering the financial markets can be Dollar-Cost Averaging (DCA), a form of investing a constant amount at regular intervals. However, initiating a plan to buy stocks according to the logic of DCA presupposes awareness of the fluctuations in financial markets and their psychological implications.
Neutral
GlobeNewsWire
1 month ago
Guggenheim Investments Announces February 2025 Closed-End Fund Distributions
NEW YORK, Feb. 03, 2025 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced that certain closed-end funds have declared their distributions. The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).
Positive
Seeking Alpha
1 month ago
GOF: The Future Of Interest Rates Can Make Or Break This Fund
GOF offers a high dividend yield of 14.4%, but its NAV has been declining, raising concerns about long-term sustainability and premium valuation. The fund's strategy includes high exposure to below-investment-grade borrowers and option writing, which limits upside potential and increases risk in a high-interest-rate environment. Despite consistent dividends since inception, Guggenheim Strategic Opportunities Fund's earnings haven't fully supported distributions, relying heavily on return of capital, which may appeal to income-focused investors.
Neutral
Seeking Alpha
1 month ago
GOF: Enough Is Enough With The Premium, I'm Out (Downgrade)
The Guggenheim Strategic Opportunities Fund has boasted impressive returns, beating out the S&P 500 since my first recommendation. GOF's premium has surged to 31.37%, making it expensive compared to its NAV, leading to a recommendation to rotate into cheaper funds. Moderate and conservative investors should consider selling GOF to capitalize on the high premium and invest in alternative CEFs trading at discounts.
Neutral
Seeking Alpha
1 month ago
Closed-End Funds: Screening For Potential Opportunites To Kick Off Q1 2025
The closed-end fund space saw a significant narrowing of discounts throughout 2024 as equity markets charged higher and now discounts remain tight heading into 2025. In particular, equity CEFs have seen significantly narrowed discounts along with taxable fixed-income, though municipal bond funds look relatively attractive after widening discounts in December. We are screening for funds with the deepest discounts and widest z-scores to find potential buys and funds that may be getting a bit pricey as sell candidates.
Negative
Seeking Alpha
2 months ago
PIMCO Cuts A Couple Of Distributions, Who Could Be Next?
RCS and PCM recently announced distribution cuts, and they were simultaneously trading at some hefty premiums to their NAV per share. We saw the usual outcome, which is a drastic sell-off as is often the case with the dangerous combination of elevated NAV distribution rates and premiums are mixed. We are looking at two more names to warn about in the future, but predicting distribution cuts is incredibly difficult as funds can pay out what they'd like.
Neutral
GlobeNewsWire
2 months ago
Guggenheim Investments Announces January 2025 Closed-End Fund Distributions
NEW YORK, Jan. 02, 2025 (GLOBE NEWSWIRE) -- Guggenheim Investments today announced that certain closed-end funds have declared their distributions. The table below summarizes the distribution schedule for each closed-end fund (collectively, the “Funds” and each, a “Fund”).
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