Guggenheim Directional Allocation Fund (TVRIX) Alternatives
Guggenheim Directional Allocation Fund (TVRIX) belongs to the Large 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 TVRIX. 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 TVRIX
TVRIX charges 1.09% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among TVRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | TVRIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | TVRIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | TVRIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | TVRIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | TVRIX vs TILIX |
Best Risk-Adjusted Alternatives to TVRIX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | TVRIX vs VTMGX | |
| One Rock Fund | 87 | Mar 6, 2020 | TVRIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | TVRIX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | TVRIX vs BPTRX | |
| Fidelity OTC Portfolio | 83 | Dec 31, 1984 | TVRIX vs FOCPX |
Top Performing TVRIX Alternatives (YTD)
TVRIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | TVRIX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | TVRIX vs VTMGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | TVRIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | TVRIX vs EFCNX | |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | -0.51% | Jan 30, 2007 | TVRIX vs QQQX |
Lowest Volatility Alternatives to TVRIX
TVRIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | TVRIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | TVRIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | TVRIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | TVRIX vs PROVX | |
| Meridian Enhanced Equity Fund | 14.91% | Jan 31, 2005 | TVRIX vs MEIFX |
Lowest Drawdown Alternatives to TVRIX
TVRIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | TVRIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | TVRIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | TVRIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | TVRIX vs BBLIX | |
| Davenport Core Fund | -10.47% | Jan 15, 1998 | TVRIX vs DAVPX |
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 | -9.04% | Jul 26, 2007 | TVRIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 45 | -9.21% | Feb 14, 1994 | TVRIX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 65 | -0.73% | Nov 30, 2011 | TVRIX vs GIBIX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 93 | -1.19% | Nov 29, 2011 | TVRIX vs GIOIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 97 | -0.13% | Dec 16, 2013 | TVRIX vs GILHX | |
| Guggenheim High Yield Fund | High Yield Bonds | 68 | -2.36% | Aug 5, 1996 | TVRIX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 83 | 6.71% | Mar 1, 2007 | TVRIX vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 31 | -8.68% | Sep 10, 1962 | TVRIX vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 57 | -0.71% | — | TVRIX vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 16 | -1.69% | Sep 17, 1969 | TVRIX vs SECUX |
Often Compared With TVRIX
What investors most often compare with TVRIX, based on PortfoliosLab usage data.
Compare TVRIX with Any Fund or Stock
Compare TVRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.