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 325 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | TVRIX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | TVRIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | TVRIX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | TVRIX vs VIGAX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | TVRIX vs TILIX |
Best Risk-Adjusted Alternatives to TVRIX
TVRIX has a PortfoliosLab risk / return rank of 66. There are 28 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | TVRIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | TVRIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | TVRIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | TVRIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | TVRIX vs FZAPX |
Top Performing TVRIX Alternatives (YTD)
TVRIX is at 10.18% YTD. There are 110 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | TVRIX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | TVRIX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | TVRIX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | TVRIX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | TVRIX vs GTLLX |
Lowest Volatility Alternatives to TVRIX
TVRIX has 11.73% 1-year volatility. There are 7 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | TVRIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | TVRIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | TVRIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | TVRIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | TVRIX vs GQEPX |
Lowest Drawdown Alternatives to TVRIX
TVRIX has a 1-year max drawdown of -8.45%. There are 6 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 | 0 | -9.13% | — | Jul 2007 | TVRIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 42 | 13.56% | — | Feb 1994 | TVRIX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 14 | -0.53% | — | Nov 2011 | TVRIX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 88 | 1.08% | — | Dec 2013 | TVRIX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 59 | 0.71% | — | Nov 2011 | TVRIX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 30 | 0.78% | — | Aug 1996 | TVRIX vs SIHAX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 34 | 21.85% | — | Nov 2014 | TVRIX vs RMQHX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 63 | 12.21% | — | Sep 1962 | TVRIX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 51 | 5.24% | — | Mar 2007 | TVRIX vs RYMTX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 20 | 12.38% | — | Sep 1969 | TVRIX vs SECUX |
Often Compared With TVRIX
Investors most often compare TVRIX with NGUAX, ITHAX, SEQUX. These 20 comparison targets span 6 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