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 294 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 | JCE vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | JCE vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JCE vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JCE vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | JCE vs VIGAX |
Best Risk-Adjusted Alternatives to JCE
JCE has a PortfoliosLab risk / return rank of 37. There are 62 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | JCE vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | JCE vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | JCE vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | JCE vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | JCE vs FDSSX |
Top Performing JCE Alternatives (YTD)
JCE is at 7.70% YTD. There are 98 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | JCE vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | JCE vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | JCE vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | JCE vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | JCE vs VPMCX |
Lowest Volatility Alternatives to JCE
JCE has 14.32% 1-year volatility. There are 65 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | JCE vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | JCE vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | JCE vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | JCE vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | JCE vs GQEPX |
Lowest Drawdown Alternatives to JCE
JCE has a 1-year max drawdown of -10.86%. There are 58 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, TILIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | JCE vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | JCE vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | JCE vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | JCE vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | JCE vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | JCE vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | JCE vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | JCE vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | JCE vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 91 | 1.56% | — | Jan 2013 | JCE vs NVHIX |
Often Compared With JCE
Investors most often compare JCE with EXG, QQQ, JPST. 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