Nuveen Core Impact Bond Managed Accounts Portfolio (NCIRX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NCIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCIRX
NCIRX charges 0.00% annually. No mutual funds in the Intermediate Core-Plus Bond category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | NCIRX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | NCIRX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | NCIRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | NCIRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | NCIRX vs BCOIX |
Best Risk-Adjusted Alternatives to NCIRX
NCIRX has a PortfoliosLab risk / return rank of 35. There are 18 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | NCIRX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | NCIRX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | NCIRX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | NCIRX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | NCIRX vs GUGAX |
Top Performing NCIRX Alternatives (YTD)
NCIRX is at 1.03% YTD. There are 18 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.04% | — | Jul 2015 | NCIRX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | NCIRX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | NCIRX vs MDVAX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.33% | — | Sep 2007 | NCIRX vs SEATX | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | NCIRX vs HOBIX |
Lowest Volatility Alternatives to NCIRX
NCIRX has 3.96% 1-year volatility. There are 85 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.11%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.11% | — | Jun 2017 | NCIRX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | NCIRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.95% | — | Jul 2010 | NCIRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | NCIRX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | NCIRX vs HOBIX |
Lowest Drawdown Alternatives to NCIRX
NCIRX has a 1-year max drawdown of -2.86%. There are 45 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | NCIRX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | NCIRX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | NCIRX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | NCIRX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | NCIRX vs LCTIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | NCIRX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | NCIRX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | NCIRX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | NCIRX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | NCIRX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | NCIRX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | NCIRX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | NCIRX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | NCIRX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | NCIRX vs FAMRX |
Often Compared With NCIRX
Investors most often compare NCIRX with AAIIX, VFAIX, NASDX. These 7 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ancora Income Fund | Intermediate Core-Plus Bond | 23 | 1.96% | — | Jan 2004 | NCIRX vs AAIIX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 8 | -1.21% | 13.50B | Feb 2004 | NCIRX vs VFAIX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 70 | 20.41% | — | Jan 2000 | NCIRX vs NASDX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 64 | 10.03% | 30.00B | Sep 1994 | NCIRX vs VTCLX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio, Municipal Bonds | 76 | 5.44% | 12.30B | Sep 1994 | NCIRX vs VTMFX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.00% | — | Apr 2021 | NCIRX vs NPCT | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | 0.28% | — | Dec 2007 | NCIRX vs BCPIX |
Compare NCIRX with Any Fund or Stock
Compare NCIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCIRX with funds that move differently
Nuveen Core Impact Bond Managed Accounts Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCIRX.
Explore NCIRX Diversifiers