SIT Mid Cap Growth Fund (NBNGX) belongs to the Mid 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 NBNGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBNGX
NBNGX charges 1.25% annually. There are 139 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | NBNGX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NBNGX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NBNGX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | NBNGX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NBNGX vs VMFGX |
Best Risk-Adjusted Alternatives to NBNGX
NBNGX has a PortfoliosLab risk / return rank of 29. There are 35 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | NBNGX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | NBNGX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | NBNGX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | NBNGX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | NBNGX vs POAGX |
Top Performing NBNGX Alternatives (YTD)
NBNGX is at 12.73% YTD. There are 48 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | NBNGX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | NBNGX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | NBNGX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | NBNGX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | NBNGX vs POAGX |
Lowest Volatility Alternatives to NBNGX
NBNGX has 18.69% 1-year volatility. There are 90 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | NBNGX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | NBNGX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | NBNGX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | NBNGX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | NBNGX vs VLIFX |
Lowest Drawdown Alternatives to NBNGX
NBNGX has a 1-year max drawdown of -9.70%. There are 9 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NBNGX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | NBNGX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NBNGX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | NBNGX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NBNGX vs SECUX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SDVGX, SSCDX, SSMGX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SIT Dividend Growth Fund | Large Cap Blend Equities | 74 | 8.98% | — | Dec 2003 | NBNGX vs SDVGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 61 | 18.40% | — | Mar 2015 | NBNGX vs SSCDX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 53 | 19.31% | — | Jul 1994 | NBNGX vs SSMGX | |
| SIT U.S. Government Securities Fund | Government Bonds | 28 | 0.34% | — | Jun 1987 | NBNGX vs SNGVX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 30 | 6.37% | — | Sep 1982 | NBNGX vs SNIGX | |
| SIT Balanced Fund | Diversified Portfolio | 36 | 4.45% | — | Dec 1993 | NBNGX vs SIBAX | |
| Sit Quality Income Fund | Ultrashort Bond | 54 | 0.50% | — | Dec 2012 | NBNGX vs SQIFX | |
| Sit Global Dividend Growth Fund | Global Equities | 48 | 10.27% | — | Sep 2008 | NBNGX vs GDGIX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 74 | 20.84% | — | Jun 1994 | NBNGX vs SDMGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 27 | 9.50% | — | Oct 1991 | NBNGX vs SNGRX |
Often Compared With NBNGX
Investors most often compare NBNGX with SMTFX, TGFRX, IESGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NBNGX with Any Fund or Stock
Compare NBNGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBNGX with funds that move differently
SIT Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBNGX.
Explore NBNGX Diversifiers