Guggenheim StylePlus - Mid Growth Fund (SECUX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SECUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SECUX
SECUX charges 1.42% annually. There are 149 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | SECUX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | SECUX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | SECUX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | SECUX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | SECUX vs VMFGX |
Best Risk-Adjusted Alternatives to SECUX
SECUX has a PortfoliosLab risk / return rank of 20. There are 46 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | SECUX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | SECUX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | SECUX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | SECUX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | SECUX vs POAGX |
Top Performing SECUX Alternatives (YTD)
SECUX is at 14.15% YTD. There are 40 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | SECUX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | SECUX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | SECUX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | SECUX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | SECUX vs POAGX |
Lowest Volatility Alternatives to SECUX
SECUX has 16.88% 1-year volatility. There are 45 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | SECUX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | SECUX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | SECUX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | SECUX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | SECUX vs VLIFX |
Lowest Drawdown Alternatives to SECUX
SECUX has a 1-year max drawdown of -9.17%. There are 4 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | SECUX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | SECUX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | SECUX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | SECUX vs BBMIX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | SECUX vs TAAGX |
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 | -7.16% | — | Jul 2007 | SECUX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 53 | 17.77% | — | Feb 1994 | SECUX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 25 | 0.28% | — | Nov 2011 | SECUX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.12% | — | Dec 2013 | SECUX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 78 | 1.13% | — | Nov 2011 | SECUX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | SECUX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 60 | 12.94% | — | Sep 1962 | SECUX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 54 | 6.76% | — | Mar 2007 | SECUX vs RYMTX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | SECUX vs RMQHX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 63 | 10.73% | — | Jun 2012 | SECUX vs TVRIX |
Often Compared With SECUX
Investors most often compare SECUX with VTI, UPRO, GIFIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare SECUX with Any Fund or Stock
Compare SECUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SECUX with funds that move differently
Guggenheim StylePlus - Mid Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SECUX.
Explore SECUX Diversifiers