Guggenheim Risk Managed Real Estate Fund (GURIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GURIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GURIX
GURIX charges 1.10% annually. There are 72 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | GURIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | GURIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | GURIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | GURIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | GURIX vs VGRNX |
Best Risk-Adjusted Alternatives to GURIX
GURIX has a PortfoliosLab risk / return rank of 39. There are 21 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | GURIX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | GURIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | — | Oct 2011 | GURIX vs FSREX | |
| Fidelity Real Estate Income Fund | 72 | — | Feb 2003 | GURIX vs FRIFX | |
| Delaware Ivy Securian Real Estate Securities Fund | 72 | — | Feb 1999 | GURIX vs IRSAX |
Top Performing GURIX Alternatives (YTD)
GURIX is at 16.57% YTD. There are 12 mutual funds in the REIT category with higher YTD returns, going as high as 20.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.24% | — | Dec 2010 | GURIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.18% | — | Dec 1998 | GURIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 18.89% | — | Jan 1989 | GURIX vs IVRSX | |
| Columbia Real Estate Equity Fund | 18.78% | — | Apr 1994 | GURIX vs CREEX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.60% | — | Feb 1999 | GURIX vs IRSAX |
Lowest Volatility Alternatives to GURIX
GURIX has 13.28% 1-year volatility. There are 47 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | GURIX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | GURIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | GURIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | GURIX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.23% | — | Feb 2003 | GURIX vs FRIFX |
Lowest Drawdown Alternatives to GURIX
GURIX has a 1-year max drawdown of -8.07%. There are 40 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | GURIX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | GURIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | GURIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | GURIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | GURIX vs FRIFX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | GURIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | GURIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | GURIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | GURIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | GURIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | GURIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | GURIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | GURIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | GURIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | GURIX vs FAMRX |
Often Compared With GURIX
Investors most often compare GURIX with AGNC, O, SCHD. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GURIX with Any Fund or Stock
Compare GURIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GURIX with funds that move differently
Guggenheim Risk Managed Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GURIX.
Explore GURIX Diversifiers