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 a closer substitute for your current allocation.
Cheapest Alternatives to TVRIX
TVRIX charges 1.09% annually. There are 323 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | TVRIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TVRIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | TVRIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | TVRIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | TVRIX vs TILIX |
Best Risk-Adjusted Alternatives to TVRIX
TVRIX has a PortfoliosLab risk / return rank of 58. There are 33 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | TVRIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | TVRIX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | TVRIX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | TVRIX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | TVRIX vs CHASX |
Top Performing TVRIX Alternatives (YTD)
TVRIX is at 9.24% YTD. There are 105 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | TVRIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | TVRIX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | TVRIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | TVRIX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | TVRIX vs FTQGX |
Lowest Volatility Alternatives to TVRIX
TVRIX has 11.21% 1-year volatility. There are 6 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | TVRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | TVRIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | TVRIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | TVRIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | TVRIX vs BLUEX |
Lowest Drawdown Alternatives to TVRIX
TVRIX has a 1-year max drawdown of -8.45%. There are 7 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | TVRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | TVRIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | TVRIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | TVRIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | TVRIX vs DNVYX |
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 | -10.48% | — | Jul 2007 | TVRIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 49 | 15.93% | — | Feb 1994 | TVRIX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 24 | 0.30% | — | Nov 2011 | TVRIX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 86 | 0.77% | — | Dec 2013 | TVRIX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 71 | 0.79% | — | Nov 2011 | TVRIX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 35 | 0.60% | — | Aug 1996 | TVRIX vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 49 | 6.51% | — | Mar 2007 | TVRIX vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 56 | 11.13% | — | Sep 1962 | TVRIX vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 23 | 0.28% | — | — | TVRIX vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 23 | 14.07% | — | Sep 1969 | TVRIX vs SECUX |
Often Compared With TVRIX
Investors most often compare TVRIX with NGUAX, FNCMX, SEQUX. These 20 comparison targets span 5 categories, 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.
Pair TVRIX with funds that move differently
Guggenheim Directional Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TVRIX.
Explore TVRIX Diversifiers