Northern Global Real Estate Index Fund (NGREX) Alternatives
Northern Global Real Estate Index Fund (NGREX) 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 NGREX. 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 NGREX
NGREX charges 0.47% annually. Among mutual funds in the REIT category, these options have the lowest expense ratios among NGREX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Real Estate Index Fund | 0.07% | Feb 2, 2016 | NGREX vs FESIX | |
| Fidelity Real Estate Index Fund | 0.07% | Aug 9, 2011 | NGREX vs FSRNX | |
| Vanguard Real Estate II Index Fund | 0.08% | Sep 26, 2017 | NGREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | Dec 2, 2003 | NGREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | Apr 19, 2011 | NGREX vs VGRNX |
Best Risk-Adjusted Alternatives to NGREX
Among mutual funds in the REIT 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 | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | Jun 23, 2023 | NGREX vs CREMX | |
| TIAA Real Estate Account | 99 | Oct 2, 1995 | NGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 90 | Oct 20, 2011 | NGREX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 44 | Oct 2, 2018 | NGREX vs FIKMX | |
| Fidelity Real Estate Income Fund | 44 | Feb 4, 2003 | NGREX vs FRIFX |
Top Performing NGREX Alternatives (YTD)
NGREX alternatives from the REIT category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| abrdn Realty Income & Growth Fund | 4.51% | Dec 29, 1998 | NGREX vs AIGYX | |
| PGIM US Real Estate Fund | 4.16% | Dec 21, 2010 | NGREX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 3.75% | Dec 16, 2002 | NGREX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 3.34% | Dec 31, 1996 | NGREX vs CRARX | |
| VY CBRE Real Estate Portfolio | 3.08% | Jan 24, 1989 | NGREX vs IVRSX |
Lowest Volatility Alternatives to NGREX
NGREX alternatives from the REIT category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.67% | Jun 23, 2023 | NGREX vs CREMX | |
| TIAA Real Estate Account | 0.75% | Oct 2, 1995 | NGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 3.02% | Oct 20, 2011 | NGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 4.59% | Jun 30, 2014 | NGREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class I | 4.91% | — | NGREX vs FRIRX |
Lowest Drawdown Alternatives to NGREX
NGREX alternatives from the REIT category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | Jun 23, 2023 | NGREX vs CREMX | |
| TIAA Real Estate Account | -0.37% | Oct 2, 1995 | NGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | -2.90% | Oct 20, 2011 | NGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | -3.61% | Jun 30, 2014 | NGREX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | -4.28% | Apr 14, 2010 | NGREX vs FRINX |
Other Mutual Funds from Northern Funds
Most popular Northern Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | NGREX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 40 | -7.06% | Oct 7, 1996 | NGREX vs NOSIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 59 | -1.88% | Mar 22, 2005 | NGREX vs NOINX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | -7.28% | Mar 4, 2008 | NGREX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 49 | 2.19% | Mar 31, 1994 | NGREX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 40 | -0.95% | Sep 30, 1999 | NGREX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 58 | -6.06% | Dec 16, 2005 | NGREX vs NOLCX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | -0.85% | Dec 31, 1998 | NGREX vs NHFIX | |
| Northern Bond Index Fund | Intermediate Core Bond | 51 | -0.24% | Feb 27, 2007 | NGREX vs NOBOX | |
| Northern Tax-Advantaged U-S Fixed Income | Ultrashort Bond | 97 | 0.57% | Jun 18, 2009 | NGREX vs NTAUX |
Often Compared With NGREX
What investors most often compare with NGREX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Extended Equity Market Index Fund | Mid Cap Growth Equities | 41 | -4.65% | Jan 30, 1998 | NGREX vs PEXMX | |
| SPDR Dow Jones REIT ETF | REIT | 24 | 3.43% | Apr 23, 2001 | NGREX vs RWR |
Compare NGREX with Any Fund or Stock
Compare NGREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.