Compare · BCAT vs GOF
BCAT vs GOF
Side-by-side comparison of BlackRock Capital Allocation Term Trust (BCAT) and Guggenheim Strategic Opportunities Fund (GOF): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BCAT and GOF operate in Finance/Investors Services (Finance), so they compete in similar markets.
- BCAT is the larger of the two at $1.72B, about 1.7x GOF ($1.01B).
- Over the past year, BCAT is up 5.3% and GOF is down 24.1% - BCAT leads by 29.4 points.
- BCAT has hit the wire 1 time in the past 4 weeks while GOF has been quiet.
- Company
- BlackRock Capital Allocation Term Trust
- Guggenheim Strategic Opportunities Fund
- Price
- $15.91+0.66%
- $11.22+0.63%
- Market cap
- $1.72B
- $1.01B
- 1M return
- +5.85%
- -0.71%
- 1Y return
- +5.33%
- -24.06%
- Industry
- Finance/Investors Services
- Finance/Investors Services
- Exchange
- NYSE
- NYSE
- IPO
- 2020
- News (4w)
- 1
- 0
- Recent ratings
- 0
- 0
Guggenheim Strategic Opportunities Fund
Guggenheim Strategic Opportunities Fund is a closed-ended balanced mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. The fund is co-managed by Guggenheim Partners Investment Management LLC. It invests in public equity and fixed income markets across the globe. For its equity portion, the fund invests directly and through derivatives such as writing covered call and put options to invest in the stocks of companies operating across diversified sectors. It invests in the value stocks of companies of all capitalizations. The fund employs a combination of quantitative and qualitative analysis to create its portfolio. For the fixed income component of its portfolio, it seeks to invest in securities such as corporate bonds, loans, loan participations, structured finance investments, U.S. government and agency securities that are not rated below below CCC by S&P or Caa2 by Moody's. For the equity part of the portfolio the fund benchmarks S&P 500 Index and for the fixed income part it benchmarks Barclays Aggregate Bond Index. It was formerly known as Claymore/Guggenheim Strategic Opportunities Fund. Guggenheim Strategic Opportunities Fund was formed on November 13, 2006 and is domiciled in the United States.
Latest BCAT
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- SEC Form N-CEN filed by BlackRock Capital Allocation Term Trust
- SEC Form N-CSR filed by BlackRock Capital Allocation Term Trust
- Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Portfolio Manager Thompson Sarah Croughan converted options into 694 shares and returned $10,200 worth of shares to the company (694 units at $14.70) (SEC Form 4)
- Portfolio Manager Koesterich Russell Jared converted options into 5,554 shares and returned $81,644 worth of shares to the company (5,554 units at $14.70) (SEC Form 4)
- Portfolio Manager Berkowitz Randy William returned $54,102 worth of shares to the company (3,680 units at $14.70) and converted options into 3,680 shares (SEC Form 4)
Latest GOF
- SEC Form APP NTC filed by Guggenheim Strategic Opportunities Fund
- Trustee Lydon Thomas F Jr bought $99,730 worth of shares (8,710 units at $11.45) (SEC Form 4)
- SEC Form APP WDG filed by Guggenheim Strategic Opportunities Fund
- SEC Form 4 filed by Barnes Randall C
- TRUSTEE Barnes Randall C bought $2,506 worth of shares (220 units at $11.39), increasing direct ownership by 4% to 6,451 units (SEC Form 4)
- TRUSTEE Barnes Randall C bought $48,446 worth of shares (4,180 units at $11.59), increasing direct ownership by 204% to 6,231 units (SEC Form 4)
- SEC Form N-CSRS filed by Guggenheim Strategic Opportunities Fund
- Trustee Nyberg Ronald bought $4,998 worth of shares (412 units at $12.13), increasing direct ownership by 9% to 5,010 units (SEC Form 4)
- Guggenheim Strategic Opportunities Fund filed SEC Form 8-K: Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits
- SEC Form 424B3 filed by Guggenheim Strategic Opportunities Fund