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... | 0.11% | 71.40B | 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 48. There are 46 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 | 99 | — | Oct 1995 | NGJFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 87 | — | Oct 2011 | NGJFX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | NGJFX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | NGJFX vs IRSAX |
Top Performing NGJFX Alternatives (YTD)
NGJFX is at 13.80% YTD. There are 66 mutual funds in the REIT category with higher YTD returns, going as high as 22.21%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 22.21% | — | Dec 2010 | NGJFX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 21.63% | — | Dec 1998 | NGJFX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 20.91% | — | Jan 1989 | NGJFX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.77% | — | Mar 1995 | NGJFX vs PHRAX | |
| Columbia Real Estate Equity Fund | 20.76% | — | Apr 1994 | NGJFX vs CREEX |
Lowest Volatility Alternatives to NGJFX
NGJFX has 12.13% 1-year volatility. There are 21 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | NGJFX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | NGJFX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.48% | — | Oct 2011 | NGJFX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.77% | — | Jun 2014 | NGJFX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.21% | — | Feb 2003 | NGJFX vs FRIFX |
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 | -0.29% | — | 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, TILIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | NGJFX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | NGJFX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | NGJFX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | NGJFX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | NGJFX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | NGJFX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | NGJFX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | NGJFX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | NGJFX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 91 | 1.56% | — | Jan 2013 | NGJFX vs NVHIX |
Often Compared With NGJFX
Investors most often compare NGJFX with BIREX, FASEX, NVLIX. These 13 comparison targets span 5 categories, based on PortfoliosLab usage data.
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