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 284 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% | 4.94B | Dec 2017 | NCEGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NCEGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | NCEGX vs TILIX |
Best Risk-Adjusted Alternatives to NCEGX
NCEGX has a PortfoliosLab risk / return rank of 21. There are 210 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | NCEGX vs POGRX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | NCEGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 90 | 31.20B | Nov 2001 | NCEGX vs VHCAX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | NCEGX vs FCGSX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | NCEGX vs CHAIX |
Top Performing NCEGX Alternatives (YTD)
NCEGX is at 3.46% YTD. There are 315 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | NCEGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 31.58% | — | Feb 2004 | NCEGX vs RYGRX | |
| PrimeCap Odyssey Growth Fund | 30.21% | — | Nov 2004 | NCEGX vs POGRX | |
| ICON Equity Fund | 29.13% | — | Oct 2002 | NCEGX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.53% | — | Feb 2017 | NCEGX vs FUMIX |
Lowest Volatility Alternatives to NCEGX
NCEGX has 13.29% 1-year volatility. There are 41 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.03% | — | Sep 2019 | NCEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.56% | — | Jan 2005 | NCEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.87% | — | Dec 2015 | NCEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.11% | — | Apr 2010 | NCEGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.53% | — | Jan 1991 | NCEGX vs BLUEX |
Lowest Drawdown Alternatives to NCEGX
NCEGX has a 1-year max drawdown of -11.84%. There are 93 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 |
Often Compared With NCEGX
Investors most often compare NCEGX with ^GSPC, ADX, BPTRX. These 17 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