The North Country Large Cap Equity Fund (NCEGX) 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 NCEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCEGX
NCEGX charges 0.99% annually. There are 287 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 | NCEGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NCEGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | NCEGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | NCEGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | NCEGX vs VIGAX |
Best Risk-Adjusted Alternatives to NCEGX
NCEGX has a PortfoliosLab risk / return rank of 30. There are 204 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 | NCEGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | NCEGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | NCEGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | NCEGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | NCEGX vs POGRX |
Top Performing NCEGX Alternatives (YTD)
NCEGX is at 5.49% YTD. There are 342 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 | NCEGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | NCEGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | NCEGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | NCEGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | NCEGX vs FOKFX |
Lowest Volatility Alternatives to NCEGX
NCEGX has 12.65% 1-year volatility. There are 41 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 | NCEGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | NCEGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | NCEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | NCEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | NCEGX vs AWYIX |
Lowest Drawdown Alternatives to NCEGX
NCEGX has a 1-year max drawdown of -11.84%. There are 98 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 | NCEGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NCEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NCEGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | NCEGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NCEGX vs AQEIX |
Often Compared With NCEGX
Investors most often compare NCEGX with ^GSPC, ADX, BLUEX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NCEGX with Any Fund or Stock
Compare NCEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCEGX with funds that move differently
The North Country Large Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCEGX.
Explore NCEGX Diversifiers