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 Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | GUG vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | GUG vs GIPIX | |
| 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 15. There are 72 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 94 | — | Oct 2009 | GUG vs ASTIX | |
| Potomac Defensive Bull Fund | 93 | — | Jun 2020 | GUG vs CRDBX | |
| Teberg Fund | 92 | — | Mar 2002 | GUG vs TEBRX | |
| Donoghue Forlines Tactical Allocation Fund | 92 | — | Apr 2018 | GUG vs GTAIX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | GUG vs MOJOX |
Top Performing GUG Alternatives (YTD)
GUG is at 6.92% YTD. There are 48 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 52.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 52.24% | — | Sep 2019 | GUG vs QEVOX | |
| Donoghue Forlines Momentum Fund | 43.41% | — | Dec 2016 | GUG vs MOJOX | |
| Teberg Fund | 32.96% | — | Mar 2002 | GUG vs TEBRX | |
| Quantified STF Fund | 25.73% | — | Nov 2015 | GUG vs QSTFX | |
| Quantified Market Leaders Fund | 21.38% | — | Aug 2013 | GUG vs QMLFX |
Lowest Volatility Alternatives to GUG
GUG has 11.58% 1-year volatility. There are 54 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.50% | — | Aug 2012 | GUG vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.68% | — | Apr 2012 | GUG vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.78% | — | Jul 2014 | GUG vs TTIFX | |
| Hundredfold Select Alternative Fund | 4.74% | — | Aug 2004 | GUG vs SFHYX | |
| Hundredfold Select Alternative Fund Investor Class | 4.75% | — | — | GUG vs HFSAX |
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 | |
| AQR Diversifying Strategies Fund Class N | -1.97% | — | Jun 2020 | GUG vs QDSNX | |
| 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 | -2.42% | — | Sep 2002 | GUG vs HSTRX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 12 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 1 | -9.63% | — | Jul 2007 | GUG vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 66 | 19.89% | — | Feb 1994 | GUG vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 24 | 0.21% | — | Nov 2011 | GUG vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 86 | 0.69% | — | Dec 2013 | GUG vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 71 | 0.79% | — | Nov 2011 | GUG vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 37 | 0.70% | — | Aug 1996 | GUG vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 70 | 13.67% | — | Sep 1962 | GUG vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 55 | 7.98% | — | Mar 2007 | GUG vs RYMTX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 22 | 0.16% | — | — | GUG vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 26 | 16.03% | — | Sep 1969 | GUG vs SECUX |
Often Compared With GUG
Investors most often compare GUG with ABRZX, ABRYX, DRRIX. These 20 comparison targets span 5 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