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 a closer substitute for your current allocation.
Cheapest Alternatives to NGREX
NGREX charges 0.47% annually. There are 13 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 | NGREX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | NGREX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | NGREX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.11% | 71.40B | Dec 2003 | NGREX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | NGREX vs VGRNX |
Best Risk-Adjusted Alternatives to NGREX
NGREX has a PortfoliosLab risk / return rank of 37. There are 71 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 | NGREX vs CREMX | |
| TIAA Real Estate Account | 99 | — | Oct 1995 | NGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 85 | — | Oct 2011 | NGREX vs FSREX | |
| abrdn Realty Income & Growth Fund | 82 | — | Dec 1998 | NGREX vs AIGYX | |
| Delaware Ivy Securian Real Estate Securities Fund | 81 | — | Feb 1999 | NGREX vs IRSAX |
Top Performing NGREX Alternatives (YTD)
NGREX is at 12.06% YTD. There are 71 mutual funds in the REIT category with higher YTD returns, going as high as 21.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 21.10% | — | Dec 2010 | NGREX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 20.94% | — | Dec 1998 | NGREX vs AIGYX | |
| Columbia Real Estate Equity Fund | 20.10% | — | Apr 1994 | NGREX vs CREEX | |
| VY CBRE Real Estate Portfolio | 20.10% | — | Jan 1989 | NGREX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 20.09% | — | Mar 1995 | NGREX vs PHRAX |
Lowest Volatility Alternatives to NGREX
NGREX has 13.73% 1-year volatility. There are 66 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.45% | — | Jun 2023 | NGREX vs CREMX | |
| TIAA Real Estate Account | 0.99% | — | Oct 1995 | NGREX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | NGREX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.75% | — | Jun 2014 | NGREX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.18% | — | Feb 2003 | NGREX vs FRIFX |
Lowest Drawdown Alternatives to NGREX
NGREX has a 1-year max drawdown of -10.33%. There are 78 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 | NGREX vs CREMX | |
| TIAA Real Estate Account | -0.29% | — | Oct 1995 | NGREX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | NGREX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | NGREX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | NGREX vs FRIFX |
Other Mutual Funds from Northern Trust
The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities, Dividend, Actively Managed | 77 | 12.69% | — | Apr 1994 | NGREX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 57 | 10.12% | — | Oct 1996 | NGREX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 80 | 2.00% | — | Dec 1998 | NGREX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 54 | 10.06% | — | Mar 2008 | NGREX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 86 | 21.59% | — | Mar 1994 | NGREX vs NOSGX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 53 | 12.01% | — | Mar 2005 | NGREX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 73 | 10.63% | — | Dec 2005 | NGREX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 81 | 20.73% | — | Sep 1999 | NGREX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 11 | -1.26% | — | Feb 2007 | NGREX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 45 | 14.57% | — | Mar 2005 | NGREX vs NOMIX |
Often Compared With NGREX
Investors most often compare NGREX with PEXMX, NTAUX, RWR. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NGREX with Any Fund or Stock
Compare NGREX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NGREX with funds that move differently
Northern Global Real Estate Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NGREX.
Explore NGREX Diversifiers