Nuveen Global Real Estate Securities Fund (NGJFX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NGJFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NGJFX
NGJFX charges 0.95% annually. There are 51 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | NGJFX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | NGJFX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | NGJFX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | NGJFX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | NGJFX vs VGRNX |
Best Risk-Adjusted Alternatives to NGJFX
NGJFX has a PortfoliosLab risk / return rank of 16. There are 56 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | NGJFX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | NGJFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | NGJFX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | NGJFX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 48 | — | — | NGJFX vs FRIRX |
Top Performing NGJFX Alternatives (YTD)
NGJFX is at 8.68% YTD. There are 66 mutual funds in the REIT category with higher YTD returns, going as high as 17.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 17.00% | — | Dec 2010 | NGJFX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 16.35% | — | Dec 1998 | NGJFX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 15.96% | — | Jan 1989 | NGJFX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 15.62% | — | Mar 1995 | NGJFX vs PHRAX | |
| Great-West Real Estate Index Fund | 15.55% | — | Nov 2012 | NGJFX vs MXREX |
Lowest Volatility Alternatives to NGJFX
NGJFX has 12.17% 1-year volatility. There are 26 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | NGJFX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | NGJFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | NGJFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.71% | — | Jun 2014 | NGJFX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | NGJFX vs FRINX |
Lowest Drawdown Alternatives to NGJFX
NGJFX has a 1-year max drawdown of -10.34%. There are 79 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | NGJFX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | NGJFX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | NGJFX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | NGJFX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | NGJFX vs FRIFX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.
Often Compared With NGJFX
Investors most often compare NGJFX with SOAAX, BIREX, PRRSX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Spirit of America Real Estate Income & Growth Fund | REIT | 21 | 14.89% | — | Jan 1998 | NGJFX vs SOAAX | |
| BlackRock Real Estate Securities Fund | REIT | 22 | 14.21% | — | Sep 2012 | NGJFX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | REIT | 28 | 15.21% | — | Oct 2003 | NGJFX vs PRRSX | |
| MainStay CBRE Real Estate Fund | REIT | 19 | 15.19% | — | Dec 1996 | NGJFX vs CRARX | |
| Nuveen Equity Long/Short Fund | Long-Short | 60 | 8.59% | — | Dec 2008 | NGJFX vs NELIX | |
| Delaware Ivy Securian Real Estate Securities Fund | REIT | 38 | 14.61% | — | Feb 1999 | NGJFX vs IRSAX | |
| LDR Real Estate Value Opportunity Fund | REIT | 18 | 15.25% | — | Dec 2002 | NGJFX vs HLRRX |
Compare NGJFX with Any Fund or Stock
Compare NGJFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NGJFX with funds that move differently
Nuveen Global Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NGJFX.
Explore NGJFX Diversifiers