Nuance Concentrated Value Fund (NCVLX) Alternatives
Nuance Concentrated Value Fund (NCVLX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NCVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NCVLX
NCVLX charges 1.04% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NCVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NCVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NCVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NCVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NCVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | NCVLX vs TILVX |
Best Risk-Adjusted Alternatives to NCVLX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | NCVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NCVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NCVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | NCVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | NCVLX vs VALAX |
Top Performing NCVLX Alternatives (YTD)
NCVLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | NCVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NCVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NCVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NCVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NCVLX vs HFCVX |
Lowest Volatility Alternatives to NCVLX
NCVLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | NCVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NCVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NCVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NCVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NCVLX vs ACIIX |
Lowest Drawdown Alternatives to NCVLX
NCVLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | NCVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NCVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NCVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NCVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NCVLX vs PSECX |
Other Mutual Funds from Nuance Investments
Most popular Nuance Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuance Mid Cap Value Fund | Mid Cap Value Equities | 25 | 1.05% | Dec 31, 2013 | NCVLX vs NMAVX |
Compare NCVLX with Any Fund or Stock
Compare NCVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.