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 296 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% | 5.10B | Dec 2017 | JCE vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JCE vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | JCE vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | JCE vs TILIX |
Best Risk-Adjusted Alternatives to JCE
JCE has a PortfoliosLab risk / return rank of 25. There are 248 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | JCE vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | JCE vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | JCE vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | JCE vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | JCE vs POGRX |
Top Performing JCE Alternatives (YTD)
JCE is at 5.62% YTD. There are 335 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | JCE vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | JCE vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | JCE vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | JCE vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | JCE vs FOKFX |
Lowest Volatility Alternatives to JCE
JCE has 13.26% 1-year volatility. There are 62 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | JCE vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | JCE vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | JCE vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | JCE vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | JCE vs AWYIX |
Lowest Drawdown Alternatives to JCE
JCE has a 1-year max drawdown of -10.86%. There are 62 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | JCE vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JCE vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JCE vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | JCE vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JCE vs AQEIX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | JCE vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | JCE vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | JCE vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | JCE vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | JCE vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | JCE vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | JCE vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | JCE vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | JCE vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | JCE vs NELIX |
Often Compared With JCE
Investors most often compare JCE with QQQ, WINC.AS, EXG. These 20 comparison targets span 8 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