Northern Core Bond Fund (NOCBX) 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 NOCBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NOCBX
NOCBX charges 0.42% annually. There are 42 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | NOCBX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | NOCBX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | NOCBX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | NOCBX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | NOCBX vs WFBIX |
Best Risk-Adjusted Alternatives to NOCBX
NOCBX has a PortfoliosLab risk / return rank of 18. There are 85 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 70.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 70 | — | Mar 2006 | NOCBX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | NOCBX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 63 | — | Aug 1995 | NOCBX vs PCGTX | |
| Manning & Napier Credit Series | 49 | — | Apr 2020 | NOCBX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 44 | — | Aug 2016 | NOCBX vs DFXIX |
Top Performing NOCBX Alternatives (YTD)
NOCBX is at -0.52% YTD. There are 95 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.72% | — | Aug 1995 | NOCBX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.20% | — | Mar 2006 | NOCBX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | NOCBX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.77% | — | Aug 2016 | NOCBX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.66% | — | May 2023 | NOCBX vs FSMOX |
Lowest Volatility Alternatives to NOCBX
NOCBX has 3.96% 1-year volatility. There are 69 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.48% | — | Mar 2021 | NOCBX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | NOCBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.51% | — | Sep 2000 | NOCBX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.64% | — | Aug 2016 | NOCBX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | NOCBX vs JIBEX |
Lowest Drawdown Alternatives to NOCBX
NOCBX has a 1-year max drawdown of -3.17%. There are 85 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 | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | NOCBX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | NOCBX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | NOCBX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | NOCBX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | NOCBX 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 | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 77 | 12.16% | — | Mar 1994 | NOCBX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 67 | 10.88% | — | Oct 1996 | NOCBX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.01% | — | Dec 1998 | NOCBX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 57 | 10.02% | — | Mar 2008 | NOCBX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 38 | 10.19% | — | Mar 2005 | NOCBX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 75 | 20.70% | — | Mar 1994 | NOCBX vs NOSGX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.57% | — | Dec 2005 | NOCBX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 78 | 21.51% | — | Sep 1999 | NOCBX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 18 | -0.46% | — | Feb 2007 | NOCBX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 42 | 15.10% | — | Mar 2005 | NOCBX vs NOMIX |
Often Compared With NOCBX
Investors most often compare NOCBX with LUBIX, PRSNX, USIBX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare NOCBX with Any Fund or Stock
Compare NOCBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NOCBX with funds that move differently
Northern Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOCBX.
Explore NOCBX Diversifiers