NOBOX Alternatives & Similar Mutual Funds

Northern Bond Index Fund (NOBOX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NOBOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NOBOX

NOBOX charges 0.07% annually. There are 7 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	NOBOX vs FMBPX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.02%	398.10B	Feb 2010	NOBOX vs VBMPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	NOBOX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	NOBOX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	NOBOX vs QDVBX

Best Risk-Adjusted Alternatives to NOBOX

NOBOX has a PortfoliosLab risk / return rank of 13. There are 100 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.

Symbol	Name	Risk / Return Rank	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	65	19.40B	Mar 1994	NOBOX vs VCAIX
STWTX	Hartford Schroders Tax-Aware Bond Fund	64	—	Oct 2011	NOBOX vs STWTX
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006	NOBOX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	58	—	Aug 1995	NOBOX vs PCGTX
MCDWX	Manning & Napier Credit Series	50	—	Apr 2020	NOBOX vs MCDWX

Top Performing NOBOX Alternatives (YTD)

NOBOX is at -1.04% YTD. There are 97 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.13%	—	Aug 1995	NOBOX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	0.81%	—	Mar 2006	NOBOX vs LSSAX
DFXIX	DFA Diversified Fixed Income Portfolio	0.66%	—	Aug 2016	NOBOX vs DFXIX
MCDWX	Manning & Napier Credit Series	0.57%	—	Apr 2020	NOBOX vs MCDWX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	0.15%	—	May 2023	NOBOX vs FSMOX

Lowest Volatility Alternatives to NOBOX

NOBOX has 4.03% 1-year volatility. There are 89 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.

Symbol	Name	Volatility 1Y	AUM	Inception
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	2.36%	19.40B	Mar 1994	NOBOX vs VCAIX
FEDUX	Fidelity Education Income Fund	2.45%	—	Mar 2021	NOBOX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	NOBOX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.49%	—	Sep 2000	NOBOX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.62%	—	Aug 2016	NOBOX vs DFXIX

Lowest Drawdown Alternatives to NOBOX

NOBOX has a 1-year max drawdown of -3.28%. There are 96 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	NOBOX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	NOBOX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	NOBOX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.08%	—	Sep 2000	NOBOX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	NOBOX vs FTHRX

Other Mutual Funds from Northern Trust

The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NOIEX	Northern Income Equity Fund	Large Cap Value Equities, Dividend, Actively Managed	78	12.25%	—	Apr 1994	NOBOX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	62	9.34%	—	Oct 1996	NOBOX vs NOSIX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	80	2.00%	—	Dec 1998	NOBOX vs NHFIX
NSRIX	Northern Global Sustainability Index Fund	Global Equities	57	9.33%	—	Mar 2008	NOBOX vs NSRIX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	86	21.99%	—	Mar 1994	NOBOX vs NOSGX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	61	12.75%	—	Mar 2005	NOBOX vs NOINX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	74	9.87%	—	Dec 2005	NOBOX vs NOLCX
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	83	21.27%	—	Sep 1999	NOBOX vs NSGRX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	48	14.71%	—	Mar 2005	NOBOX vs NOMIX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	76	19.46%	—	Sep 1999	NOBOX vs NSIDX

Often Compared With NOBOX

Investors most often compare NOBOX with TBIIX, FTBFX, PBDIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TBIIX	TIAA-CREF Bond Index Fund	Intermediate Core Bond	21	-0.61%	—	Sep 2009	NOBOX vs TBIIX
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	24	-0.46%	—	Oct 2002	NOBOX vs FTBFX
PBDIX	T. Rowe Price QM U.S. Bond Index Fund	Total Bond Market	21	-0.45%	—	—	NOBOX vs PBDIX
BND	Vanguard Total Bond Market ETF	Total Bond Market	29	-0.54%	398.10B	Apr 2007	NOBOX vs BND
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	22	-0.63%	—	Mar 1990	NOBOX vs FXNAX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	8	-1.77%	—	Nov 2010	NOBOX vs JLGMX
VIVIX	Vanguard Value Index Fund Institutional Shares	Large Cap Value Equities	93	16.66%	—	Jul 1998	NOBOX vs VIVIX
JIBEX	Johnson Institutional Intermediate Bond Fund	Intermediate Core Bond	24	-0.46%	—	Aug 2000	NOBOX vs JIBEX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	92	15.45%	—	Aug 2000	NOBOX vs NOLVX
BBALX	Northern Global Tactical Asset Allocation Fund	Global Allocation	69	7.57%	—	Jun 1993	NOBOX vs BBALX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	79	14.08%	—	Mar 1994	NOBOX vs NOIGX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Equities	66	18.48%	—	Nov 2008	NOBOX vs NMMEX
NUESX	Northern U.S. Quality ESG Fund	Quality Factor, Large Cap Blend Equities	43	8.00%	—	Oct 2017	NOBOX vs NUESX
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	89	0.99%	—	Jun 2009	NOBOX vs NTAUX
NUSFX	Northern Ultra-Short Fixed Income Fund	Ultrashort Bond	99	1.47%	—	Jun 2009	NOBOX vs NUSFX
EFA	iShares MSCI EAFE ETF	Foreign Large Cap Equities	68	11.69%	77.98B	Aug 2001	NOBOX vs EFA
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Infrastructure Equities, Energy Equities	51	9.89%	—	Sep 2012	NOBOX vs NMFIX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	55	13.53%	—	Jun 2006	NOBOX vs NMIEX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Equities	58	15.64%	—	Apr 2006	NOBOX vs NOEMX
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	79	18.79%	80.11B	May 2000	NOBOX vs IWM

Compare NOBOX with Any Fund or Stock

Compare NOBOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair NOBOX with funds that move differently

Northern Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOBOX.

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Northern Bond Index Fund (NOBOX) Alternatives