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 a closer substitute for your current allocation.
Cheapest Alternatives to NCVLX
NCVLX charges 1.04% annually. There are 252 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NCVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NCVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NCVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NCVLX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NCVLX vs VVIAX |
Best Risk-Adjusted Alternatives to NCVLX
NCVLX has a PortfoliosLab risk / return rank of 27. There are 286 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | NCVLX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | NCVLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | NCVLX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | NCVLX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | NCVLX vs PKAIX |
Top Performing NCVLX Alternatives (YTD)
NCVLX is at 11.74% YTD. There are 170 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | NCVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | NCVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | NCVLX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | NCVLX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | NCVLX vs NFJEX |
Lowest Volatility Alternatives to NCVLX
NCVLX has 12.99% 1-year volatility. There are 269 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | NCVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | NCVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | NCVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | NCVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | NCVLX vs TMMAX |
Lowest Drawdown Alternatives to NCVLX
NCVLX has a 1-year max drawdown of -11.54%. There are 307 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NCVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NCVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NCVLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NCVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NCVLX vs SVAIX |
Other Mutual Funds from Nuance Investments
The 1 most viewed Nuance Investments mutual funds shown here include NMAVX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuance Mid Cap Value Fund | Mid Cap Value Equities | 34 | 11.62% | — | Dec 2013 | NCVLX vs NMAVX |
Often Compared With NCVLX
Investors most often compare NCVLX with HDCTX, NQCRX, AUXFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NCVLX with Any Fund or Stock
Compare NCVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCVLX with funds that move differently
Nuance Concentrated Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCVLX.
Explore NCVLX Diversifiers