Guggenheim StylePlus - Mid Growth Fund (SECUX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SECUX
SECUX charges 1.42% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among SECUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | SECUX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | SECUX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | SECUX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SECUX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SECUX vs VMGMX |
Best Risk-Adjusted Alternatives to SECUX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | SECUX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | SECUX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | SECUX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | SECUX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | SECUX vs BFGIX |
Top Performing SECUX Alternatives (YTD)
SECUX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | SECUX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | SECUX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | SECUX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | SECUX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | SECUX vs NEEGX |
Lowest Volatility Alternatives to SECUX
SECUX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | SECUX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | SECUX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | SECUX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | SECUX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | SECUX vs VSNGX |
Lowest Drawdown Alternatives to SECUX
SECUX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | SECUX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | SECUX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | SECUX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | SECUX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | SECUX vs VLEQX |
Other Mutual Funds from Guggenheim
Most popular Guggenheim mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Derivative Income | 1 | -10.50% | Jul 26, 2007 | SECUX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 45 | -9.21% | Feb 14, 1994 | SECUX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 65 | -0.73% | Nov 30, 2011 | SECUX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 97 | -0.13% | Dec 16, 2013 | SECUX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 93 | -1.19% | Nov 29, 2011 | SECUX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 68 | -2.36% | Aug 5, 1996 | SECUX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 83 | 6.71% | Mar 1, 2007 | SECUX vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 31 | -8.68% | Sep 10, 1962 | SECUX vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 57 | -0.71% | — | SECUX vs GIUSX | |
| Guggenheim Large Cap Value Fund | Large Cap Value Equities | 29 | -3.42% | Aug 7, 1944 | SECUX vs SECIX |
Often Compared With SECUX
What investors most often compare with SECUX, 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.