Nuveen Mortgage and Income Fund (JLS) Alternatives
Nuveen Mortgage and Income Fund (JLS) belongs to the Mortgage Backed Securities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JLS. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Best Risk-Adjusted Alternatives to JLS
Among mutual funds in the Mortgage Backed Securities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Invesco Quality Income Fund Class R6 | 63 | Apr 4, 2017 | JLS vs VUSSX | |
| T. Rowe Price GNMA Fund Class I | 58 | May 4, 2017 | JLS vs PRXAX | |
| Tomorrow's Scholar College Savings Plan - ING GNMA... | 43 | — | JLS vs VWTAX | |
| First Trust Mortgage Income Fund | 14 | May 25, 2005 | JLS vs FMY | |
| TwentyFour Income Fund Limited | 3 | — | JLS vs TFIF.L |
Top Performing JLS Alternatives (YTD)
JLS alternatives from the Mortgage Backed Securities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Tomorrow's Scholar College Savings Plan - ING GNMA... | 0.09% | — | JLS vs VWTAX | |
| T. Rowe Price GNMA Fund Class I | 0.04% | May 4, 2017 | JLS vs PRXAX | |
| Invesco Quality Income Fund Class R6 | -0.17% | Apr 4, 2017 | JLS vs VUSSX | |
| First Trust Mortgage Income Fund | -2.09% | May 25, 2005 | JLS vs FMY | |
| TwentyFour Income Fund Limited | -4.22% | — | JLS vs TFIF.L |
Lowest Volatility Alternatives to JLS
JLS alternatives from the Mortgage Backed Securities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tomorrow's Scholar College Savings Plan - ING GNMA... | 4.23% | — | JLS vs VWTAX | |
| T. Rowe Price GNMA Fund Class I | 4.86% | May 4, 2017 | JLS vs PRXAX | |
| Invesco Quality Income Fund Class R6 | 4.92% | Apr 4, 2017 | JLS vs VUSSX | |
| First Trust Mortgage Income Fund | 9.22% | May 25, 2005 | JLS vs FMY | |
| TwentyFour Income Fund Limited | 12.21% | — | JLS vs TFIF.L |
Lowest Drawdown Alternatives to JLS
JLS alternatives from the Mortgage Backed Securities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Tomorrow's Scholar College Savings Plan - ING GNMA... | -2.76% | — | JLS vs VWTAX | |
| Invesco Quality Income Fund Class R6 | -2.95% | Apr 4, 2017 | JLS vs VUSSX | |
| T. Rowe Price GNMA Fund Class I | -3.10% | May 4, 2017 | JLS vs PRXAX | |
| First Trust Mortgage Income Fund | -7.13% | May 25, 2005 | JLS vs FMY | |
| TwentyFour Income Fund Limited | -8.87% | — | JLS vs TFIF.L |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | JLS vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | JLS vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | JLS vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | JLS vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | JLS vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | JLS vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | JLS vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | JLS vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | JLS vs NELIX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | JLS vs NPSRX |
Often Compared With JLS
What investors most often compare with JLS, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Dynamic Income Fund | 38 | 0.17% | — | JLS vs PDI | ||
| Janus Henderson AAA CLO ETF | CLO | 97 | 0.73% | Oct 16, 2020 | JLS vs JAAA | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | JLS vs PFN | |
| Janus Henderson B-BBB CLO ETF | CLO | 49 | -0.81% | Jan 11, 2022 | JLS vs JBBB |
Compare JLS with Any Fund or Stock
Compare JLS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.