Guggenheim Active Allocation Fund (GUG) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GUG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GUG
GUG charges 3.86% annually. There are 79 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | GUG vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | GUG vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | GUG vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | — | Sep 2002 | GUG vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | GUG vs GPIFX |
Best Risk-Adjusted Alternatives to GUG
GUG has a PortfoliosLab risk / return rank of 41. There are 48 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | GUG vs ASTIX | |
| PIMCO All Asset Fund | 92 | — | Nov 2002 | GUG vs PAAIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | GUG vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 92 | — | Apr 2012 | GUG vs SIOAX | |
| PIMCO All Asset Fund Class A | 92 | — | Apr 2008 | GUG vs PASAX |
Top Performing GUG Alternatives (YTD)
GUG is at 12.52% YTD. There are 15 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 46.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 46.77% | — | Sep 2019 | GUG vs QEVOX | |
| Donoghue Forlines Momentum Fund | 35.21% | — | Dec 2016 | GUG vs MOJOX | |
| Teberg Fund | 23.97% | — | Mar 2002 | GUG vs TEBRX | |
| Potomac Defensive Bull Fund | 21.12% | — | Jun 2020 | GUG vs CRDBX | |
| Quantified STF Fund | 18.96% | — | Nov 2015 | GUG vs QSTFX |
Lowest Volatility Alternatives to GUG
GUG has 11.64% 1-year volatility. There are 54 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | GUG vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.74% | — | Apr 2012 | GUG vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.82% | — | Jul 2014 | GUG vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.61% | — | Sep 2002 | GUG vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.69% | — | Aug 2004 | GUG vs SFHYX |
Lowest Drawdown Alternatives to GUG
GUG has a 1-year max drawdown of -7.80%. There are 51 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | GUG vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | GUG vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | GUG vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | GUG vs HSTRX | |
| Astor Dynamic Allocation Fund | -2.77% | — | Oct 2009 | GUG vs ASTIX |
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 | -7.31% | — | Jul 2007 | GUG vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 37 | 14.60% | — | Feb 1994 | GUG vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 28 | 0.28% | — | Nov 2011 | GUG vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.21% | — | Dec 2013 | GUG vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 78 | 1.17% | — | Nov 2011 | GUG vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | GUG vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 50 | 11.39% | — | Sep 1962 | GUG vs SECEX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 31 | 24.72% | — | Nov 2014 | GUG vs RMQHX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 48 | 6.20% | — | Mar 2007 | GUG vs RYMTX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 53 | 9.51% | — | Jun 2012 | GUG vs TVRIX |
Often Compared With GUG
Investors most often compare GUG with ABRZX, ABRYX, SECUX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GUG with Any Fund or Stock
Compare GUG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GUG with funds that move differently
Guggenheim Active Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GUG.
Explore GUG Diversifiers