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 6 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
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
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	NOBOX vs WFBIX

Best Risk-Adjusted Alternatives to NOBOX

NOBOX has a PortfoliosLab risk / return rank of 16. There are 85 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 59.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	59	—	Mar 2006	NOBOX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	52	—	Oct 2011	NOBOX vs STWTX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	49	—	Aug 1995	NOBOX vs PCGTX
MCDWX	Manning & Napier Credit Series	39	—	Apr 2020	NOBOX vs MCDWX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	34	—	May 2023	NOBOX vs FSMOX

Top Performing NOBOX Alternatives (YTD)

NOBOX is at -0.28% YTD. There are 93 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.92%	—	Aug 1995	NOBOX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.24%	—	Mar 2006	NOBOX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.18%	—	Oct 2011	NOBOX vs STWTX
DUTMX	Dupree Taxable Municipal Bond Fund	1.01%	—	Nov 2010	NOBOX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.73%	—	Aug 2016	NOBOX vs DFXIX

Lowest Volatility Alternatives to NOBOX

NOBOX has 4.08% 1-year volatility. There are 81 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.

Symbol	Name	Volatility 1Y	AUM	Inception
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	NOBOX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	NOBOX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	NOBOX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.61%	—	Aug 2016	NOBOX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.75%	—	Aug 2000	NOBOX vs JIBEX

Lowest Drawdown Alternatives to NOBOX

NOBOX has a 1-year max drawdown of -3.28%. There are 94 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	-2.07%	—	Sep 2000	NOBOX vs BIMIX
FTHRX	Fidelity Intermediate Bond Fund	-2.11%	—	May 1975	NOBOX vs FTHRX

Other Mutual Funds from Northern Funds

The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	74	10.55%	—	Mar 1994	NOBOX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	65	9.78%	—	Oct 1996	NOBOX vs NOSIX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	78	1.53%	—	Dec 1998	NOBOX vs NHFIX
NSRIX	Northern Global Sustainability Index Fund	Global Equities	52	8.98%	—	Mar 2008	NOBOX vs NSRIX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	36	10.93%	—	Mar 2005	NOBOX vs NOINX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	71	18.41%	—	Mar 1994	NOBOX vs NOSGX
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	74	20.56%	—	Sep 1999	NOBOX vs NSGRX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	74	8.71%	—	Dec 2005	NOBOX vs NOLCX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	51	15.87%	—	Mar 2005	NOBOX vs NOMIX
NOCBX	Northern Core Bond Fund	Intermediate Core Bond	16	-0.35%	—	Mar 2001	NOBOX vs NOCBX

Often Compared With NOBOX

Investors most often compare NOBOX with TBIIX, FTBFX, PBDIX. These 20 comparison targets span 12 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	17	0.10%	—	Sep 2009	NOBOX vs TBIIX
FTBFX	Fidelity Total Bond Fund	Intermediate Core-Plus Bond	22	0.25%	—	Oct 2002	NOBOX vs FTBFX
PBDIX	T. Rowe Price QM U.S. Bond Index Fund	Total Bond Market	17	-0.12%	—	—	NOBOX vs PBDIX
BND	Vanguard Total Bond Market ETF	Total Bond Market	32	0.49%	394.40B	Apr 2007	NOBOX vs BND
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	18	0.11%	—	Mar 1990	NOBOX vs FXNAX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	18	6.63%	—	Nov 2010	NOBOX vs JLGMX
VIVIX	Vanguard Value Index Fund Institutional Shares	Large Cap Value Equities	89	15.10%	—	Jul 1998	NOBOX vs VIVIX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	89	12.71%	—	Aug 2000	NOBOX vs NOLVX
BBALX	Northern Global Tactical Asset Allocation Fund	Global Allocation	59	7.22%	—	Jun 1993	NOBOX vs BBALX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	71	21.65%	—	Sep 1999	NOBOX vs NSIDX
EFA	iShares MSCI EAFE ETF	Foreign Large Cap Equities	42	8.38%	77.82B	Aug 2001	NOBOX vs EFA
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	67	20.47%	81.35B	May 2000	NOBOX vs IWM
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	46	7.10%	—	Oct 2017	NOBOX vs NUESX
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	90	0.95%	—	Jun 2009	NOBOX vs NTAUX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Diversified	90	32.91%	—	Nov 2008	NOBOX vs NMMEX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	56	11.10%	—	Mar 1994	NOBOX vs NOIGX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	39	11.99%	—	Jun 2006	NOBOX vs NMIEX
NUSFX	Northern Ultra-Short Fixed Income Fund	Ultrashort Bond	98	1.14%	—	Jun 2009	NOBOX vs NUSFX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Energy Equities	34	8.86%	—	Sep 2012	NOBOX vs NMFIX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Diversified	89	30.32%	—	Apr 2006	NOBOX vs NOEMX

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