GOF icon

Guggenheim Strategic Opportunities Fund

15.54 USD
-0.02
0.13%
Updated Feb 7, 12:07 PM EST
1 day
-0.13%
5 days
2.04%
1 month
0.84%
3 months
-2.02%
6 months
1.64%
Year to date
1.50%
1 year
12.94%
5 years
-17.25%
10 years
-26.49%
 

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 6,831 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

71% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 38

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

1% less funds holding

Funds holding: 150 [Q2] → 148 (-2) [Q3]

4.71% less ownership

Funds ownership: 21.98% [Q2] → 17.27% (-4.71%) [Q3]

18% less capital invested

Capital invested by funds: $444M [Q2] → $365M (-$78.9M) [Q3]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q2] → 2 (-1) [Q3]

Research analyst outlook

We haven’t received any recent analyst ratings for GOF.

Financial journalist opinion

Based on 5 articles about GOF published over the past 30 days

Positive
Seeking Alpha
3 days 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.
My 9.5% Income Portfolio-Like Mosaic Tiles
Neutral
GlobeNewsWire
3 days 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”).
Guggenheim Investments Announces February 2025 Closed-End Fund Distributions
Positive
Seeking Alpha
4 days 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.
GOF: The Future Of Interest Rates Can Make Or Break This Fund
Neutral
Seeking Alpha
2 weeks 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.
GOF: Enough Is Enough With The Premium, I'm Out (Downgrade)
Neutral
Seeking Alpha
3 weeks 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.
Closed-End Funds: Screening For Potential Opportunites To Kick Off Q1 2025
Negative
Seeking Alpha
1 month 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.
PIMCO Cuts A Couple Of Distributions, Who Could Be Next?
Neutral
GlobeNewsWire
1 month 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”).
Guggenheim Investments Announces January 2025 Closed-End Fund Distributions
Positive
Seeking Alpha
1 month ago
3 High-Yield Asset Classes For Dividend Investors In 2025
Traditional dividend valuation methods may not apply to all asset classes. Business Development Companies like Blue Owl Capital offer high yields through diverse debt investments, benefiting from higher interest rates and defensive portfolio structures. REITs, despite current underperformance, present opportunities for high yields and potential capital appreciation, especially with future interest rate cuts.
3 High-Yield Asset Classes For Dividend Investors In 2025
Positive
Seeking Alpha
1 month ago
My 9.5% Income Portfolio: Better With Less, But Better
Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is, in reducing the possibility of incurring losses that cannot be predicted in advance. My choice to invest in securities with positive NAV performance over time is a way to try to control risk.
My 9.5% Income Portfolio: Better With Less, But Better
Positive
Seeking Alpha
2 months ago
GOF: Here We Go Again
The Guggenheim Strategic Opportunities Fund is a top-performing credit fund with an unsustainable distribution policy. The fund's 18% NAV distribution yield far exceeds its 8.9% long-term returns, depleting NAV and making the distribution policy unsustainable. With its premium to NAV once again over 30%, I believe investors should sell GOF to avoid a likely collapse of the premium in the coming quarters.
GOF: Here We Go Again
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