NAA Large Core Fund Class Institutional (GILIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GILIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GILIX
GILIX charges 1.01% annually. There are 321 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GILIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GILIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GILIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GILIX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | GILIX vs VITPX |
Best Risk-Adjusted Alternatives to GILIX
GILIX has a PortfoliosLab risk / return rank of 62. There are 149 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | GILIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 94 | 17.20B | Dec 2004 | GILIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | GILIX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 91 | — | Nov 2004 | GILIX vs POGRX | |
| Pin Oak Equity | 91 | — | Aug 1992 | GILIX vs POGSX |
Top Performing GILIX Alternatives (YTD)
GILIX is at 12.87% YTD. There are 61 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.27% | 17.20B | Dec 2004 | GILIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 28.22% | — | Nov 2004 | GILIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.58% | — | Jan 1995 | GILIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.63% | 92.00B | Nov 2001 | GILIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | GILIX vs RESGX |
Lowest Volatility Alternatives to GILIX
GILIX has 13.74% 1-year volatility. There are 311 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | GILIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | GILIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.25% | — | Jul 2012 | GILIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.27% | — | Jul 2012 | GILIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | GILIX vs JEPIX |
Lowest Drawdown Alternatives to GILIX
GILIX has a 1-year max drawdown of -10.19%. There are 287 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | GILIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GILIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GILIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GILIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GILIX vs QUERX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 1 | -6.82% | — | Jul 2007 | GILIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 51 | 17.40% | — | Feb 1994 | GILIX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 26 | 0.36% | — | Nov 2011 | GILIX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.21% | — | Dec 2013 | GILIX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 79 | 1.21% | — | Nov 2011 | GILIX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | GILIX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 61 | 12.68% | — | Sep 1962 | GILIX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 51 | 6.66% | — | Mar 2007 | GILIX vs RYMTX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 44 | 31.08% | — | Nov 2014 | GILIX vs RMQHX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 63 | 10.51% | — | Jun 2012 | GILIX vs TVRIX |
Often Compared With GILIX
Investors most often compare GILIX with SECUX, FGRTX, YFSIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GILIX with Any Fund or Stock
Compare GILIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GILIX with funds that move differently
NAA Large Core Fund Class Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GILIX.
Explore GILIX Diversifiers