Nuveen Core Equity Alpha Fund (JCE) 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 JCE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JCE
JCE charges 1.00% annually. There are 292 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 | JCE vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | JCE vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JCE vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JCE vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | JCE vs TILIX |
Best Risk-Adjusted Alternatives to JCE
JCE has a PortfoliosLab risk / return rank of 33. There are 127 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | JCE vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | JCE vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | JCE vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | JCE vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | JCE vs FCGSX |
Top Performing JCE Alternatives (YTD)
JCE is at 7.90% YTD. There are 189 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | JCE vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | JCE vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | JCE vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | JCE vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | JCE vs CHASX |
Lowest Volatility Alternatives to JCE
JCE has 13.86% 1-year volatility. There are 54 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | JCE vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | JCE vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | JCE vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JCE vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | JCE vs GQEPX |
Lowest Drawdown Alternatives to JCE
JCE has a 1-year max drawdown of -10.86%. There are 59 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 | JCE vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JCE vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JCE vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JCE vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JCE vs DNVYX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 11.62% | — | Jul 1999 | JCE vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 64 | 11.14% | — | Jan 2007 | JCE vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 19 | 6.85% | — | Nov 2005 | JCE vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 79 | 3.88% | — | Jun 1999 | JCE vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.77% | — | Jun 2003 | JCE vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 16 | 3.86% | — | Mar 2006 | JCE vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 73 | 1.04% | — | Dec 2006 | JCE vs NPSRX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 14 | 8.29% | — | May 2009 | JCE vs NVLIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 77 | 2.42% | — | Jan 2013 | JCE vs NVHIX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 79 | 20.62% | — | Dec 1987 | JCE vs FASEX |
Often Compared With JCE
Investors most often compare JCE with QQQ, EXG, WINC.AS. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare JCE with Any Fund or Stock
Compare JCE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JCE with funds that move differently
Nuveen Core Equity Alpha Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JCE.
Explore JCE Diversifiers