Guggenheim StylePlus - Large Core Fund (SECEX) 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 SECEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SECEX
SECEX charges 1.31% annually. There are 367 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% | — | — | SECEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SECEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SECEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SECEX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SECEX vs VSMPX |
Best Risk-Adjusted Alternatives to SECEX
SECEX has a PortfoliosLab risk / return rank of 70. There are 71 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SECEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SECEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SECEX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SECEX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SECEX vs IGIAX |
Top Performing SECEX Alternatives (YTD)
SECEX is at 13.67% YTD. There are 38 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SECEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SECEX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SECEX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SECEX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SECEX vs FLVCX |
Lowest Volatility Alternatives to SECEX
SECEX has 13.37% 1-year volatility. There are 294 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SECEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SECEX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SECEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SECEX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SECEX vs FSUVX |
Lowest Drawdown Alternatives to SECEX
SECEX has a 1-year max drawdown of -10.23%. There are 290 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SECEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SECEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SECEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SECEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SECEX vs QUERX |
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 | SECEX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 66 | 19.89% | — | Feb 1994 | SECEX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 24 | 0.21% | — | Nov 2011 | SECEX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 86 | 0.69% | — | Dec 2013 | SECEX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 71 | 0.79% | — | Nov 2011 | SECEX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 37 | 0.70% | — | Aug 1996 | SECEX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 55 | 7.98% | — | Mar 2007 | SECEX vs RYMTX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 22 | 0.16% | — | — | SECEX vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 26 | 16.03% | — | Sep 1969 | SECEX vs SECUX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 62 | 37.03% | — | Nov 2014 | SECEX vs RMQHX |
Often Compared With SECEX
Investors most often compare SECEX with SECIX, RYMQX, GIFIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SECEX with Any Fund or Stock
Compare SECEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SECEX with funds that move differently
Guggenheim StylePlus - Large Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SECEX.
Explore SECEX Diversifiers