Guggenheim StylePlus - Large Core Fund (SECEX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to SECEX

SECEX charges 1.31% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SECEX alternatives.

Symbol	Name	Expense Ratio	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	SECEX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	SECEX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	SECEX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	SECEX vs FLCPX
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	Aug 11, 2014	SECEX vs SSEYX

Best Risk-Adjusted Alternatives to SECEX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	93	Nov 12, 2001	SECEX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	SECEX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	89	—	SECEX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	SECEX vs PAGRX
DHAMX	Centre American Select Equity Fund	87	Dec 21, 2011	SECEX vs DHAMX

Top Performing SECEX Alternatives (YTD)

SECEX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	SECEX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	SECEX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	SECEX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	SECEX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	SECEX vs RCKSX

Lowest Volatility Alternatives to SECEX

SECEX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	SECEX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	SECEX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	SECEX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	SECEX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	SECEX vs QUERX

Lowest Drawdown Alternatives to SECEX

SECEX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	SECEX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	SECEX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	SECEX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	SECEX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	SECEX vs GQEIX

Other Mutual Funds from Guggenheim

Most popular Guggenheim mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
GOF	Guggenheim Strategic Opportunities Fund	Derivative Income	1	-10.50%	Jul 26, 2007	SECEX vs GOF
RYOCX	Rydex NASDAQ-100 Fund Investor Class	Large Cap Growth Equities	45	-9.21%	Feb 14, 1994	SECEX vs RYOCX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	65	-0.73%	Nov 30, 2011	SECEX vs GIBIX
GIOIX	Guggenheim Macro Opportunities Fund	Nontraditional Bonds	93	-1.19%	Nov 29, 2011	SECEX vs GIOIX
GILHX	Guggenheim Limited Duration Fund	Short-Term Bond	97	-0.13%	Dec 16, 2013	SECEX vs GILHX
SIHAX	Guggenheim High Yield Fund	High Yield Bonds	68	-2.36%	Aug 5, 1996	SECEX vs SIHAX
RYMTX	Guggenheim Managed Futures Strategy Fund	Systematic Trend	83	6.71%	Mar 1, 2007	SECEX vs RYMTX
GIUSX	Guggenheim Core Bond Fund Institutional Class	Total Bond Market	57	-0.71%	—	SECEX vs GIUSX
SECUX	Guggenheim StylePlus - Mid Growth Fund	Mid Cap Growth Equities	16	-1.69%	Sep 17, 1969	SECEX vs SECUX
SECIX	Guggenheim Large Cap Value Fund	Large Cap Value Equities	29	-3.42%	Aug 7, 1944	SECEX vs SECIX

Often Compared With SECEX

What investors most often compare with SECEX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	SECEX vs VOO
GIFIX	Guggenheim Floating Rate Strategies Fund	Bank Loan	70	-1.13%	Nov 29, 2011	SECEX vs GIFIX
GUG	Guggenheim Active Allocation Fund	Tactical Allocation	35	1.54%	Nov 23, 2021	SECEX vs GUG
RYMQX	Guggenheim Series Multi-Hedge Strategies Fund	Multistrategy	79	3.06%	Sep 18, 2005	SECEX vs RYMQX
SAOAX	Guggenheim Alpha Opportunity Fund	Long-Short	23	10.14%	Jul 6, 2003	SECEX vs SAOAX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	36	-7.13%	Jun 18, 2012	SECEX vs TVRIX
AVK	Advent Convertible and Income Fund	Convertible Bonds	19	-8.46%	Apr 29, 2003	SECEX vs AVK
GIYIX	Guggenheim Ultra Short Duration Fund	Ultrashort Bond	99	0.42%	Mar 11, 2014	SECEX vs GIYIX
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	46	-7.05%	Sep 17, 2014	SECEX vs SSSYX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-9.28%	Mar 15, 2019	SECEX vs TANDX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	45	-6.74%	May 31, 2001	SECEX vs VITPX

Compare SECEX with Any Fund or Stock

Compare SECEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Guggenheim StylePlus - Large Core Fund

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