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 288 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | NCEGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | NCEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NCEGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | NCEGX vs VRGWX |
Best Risk-Adjusted Alternatives to NCEGX
NCEGX has a PortfoliosLab risk / return rank of 20. There are 155 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 | NCEGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | NCEGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | NCEGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | NCEGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | NCEGX vs FDSSX |
Top Performing NCEGX Alternatives (YTD)
NCEGX is at 4.06% YTD. There are 203 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 | NCEGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | NCEGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | NCEGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | NCEGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | NCEGX vs VPMCX |
Lowest Volatility Alternatives to NCEGX
NCEGX has 13.67% 1-year volatility. There are 39 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 | NCEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | NCEGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | NCEGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | NCEGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | NCEGX vs GQEPX |
Lowest Drawdown Alternatives to NCEGX
NCEGX has a 1-year max drawdown of -11.84%. There are 91 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 | NCEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NCEGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NCEGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NCEGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NCEGX vs DNVYX |
Other Mutual Funds from Advisors Preferred
The 10 most viewed Advisors Preferred mutual funds shown here include SVARX, HFSAX, OTRFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spectrum Low Volatility Fund | Nontraditional Bonds | 63 | 0.93% | — | Dec 2013 | NCEGX vs SVARX | |
| Hundredfold Select Alternative Fund Investor Class | Tactical Allocation | 58 | 0.62% | — | — | NCEGX vs HFSAX | |
| OnTrack Core Fund | Tactical Allocation | 81 | 4.93% | — | Jan 2013 | NCEGX vs OTRFX | |
| Quantified Managed Income Fund | Diversified Portfolio | 4 | -0.25% | — | Aug 2013 | NCEGX vs QBDSX | |
| Hundredfold Select Alternative Fund | Tactical Allocation | 44 | 0.00% | — | Aug 2004 | NCEGX vs SFHYX | |
| Quantified Evolution Plus Fund | Tactical Allocation | 84 | 43.03% | — | Sep 2019 | NCEGX vs QEVOX | |
| Spectrum Active Advantage Fund | Tactical Allocation | 11 | -4.26% | — | May 2015 | NCEGX vs SAPEX | |
| Kensington Managed Income Fund | Nontraditional Bonds | 56 | 1.35% | — | May 2019 | NCEGX vs KAMIX | |
| Quantified Alternative Investment Fund | Multistrategy | 56 | 4.62% | — | Aug 2013 | NCEGX vs QALTX | |
| Quantified Pattern Recognition Fund | Diversified Portfolio | 21 | -6.43% | — | Aug 2019 | NCEGX vs QSPMX |
Often Compared With NCEGX
Investors most often compare NCEGX with ^GSPC, ADX, BLUEX. These 20 comparison targets span 8 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