NOCBX Alternatives & Similar Mutual Funds

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
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	NOCBX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	NOCBX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	NOCBX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	NOCBX vs QDVBX
WFBIX	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 16. There are 83 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 57.

Symbol	Name	Risk / Return Rank	AUM	Inception
LSSAX	Loomis Sayles Securitized Asset Fund	57	—	Mar 2006	NOCBX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	54	—	Oct 2011	NOCBX vs STWTX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	47	—	Aug 1995	NOCBX vs PCGTX
MCDWX	Manning & Napier Credit Series	40	—	Apr 2020	NOCBX vs MCDWX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	35	—	May 2023	NOCBX vs FSMOX

Top Performing NOCBX Alternatives (YTD)

NOCBX is at -0.35% YTD. There are 100 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.63%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.63%	—	Aug 1995	NOCBX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.36%	—	Mar 2006	NOCBX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.18%	—	Oct 2011	NOCBX vs STWTX
DUTMX	Dupree Taxable Municipal Bond Fund	1.01%	—	Nov 2010	NOCBX vs DUTMX
MCBDX	MassMutual Core Bond Fund	0.74%	—	Sep 1994	NOCBX vs MCBDX

Lowest Volatility Alternatives to NOCBX

NOCBX has 3.92% 1-year volatility. There are 52 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	NOCBX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.50%	—	Sep 2000	NOCBX vs BIMSX
FEDUX	Fidelity Education Income Fund	2.50%	—	Mar 2021	NOCBX vs FEDUX
DFXIX	DFA Diversified Fixed Income Portfolio	2.60%	—	Aug 2016	NOCBX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.75%	—	Aug 2000	NOCBX vs JIBEX

Lowest Drawdown Alternatives to NOCBX

NOCBX has a 1-year max drawdown of -3.17%. There are 86 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	NOCBX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	NOCBX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	NOCBX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	NOCBX vs BIMIX
FTHRX	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
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	65	9.23%	—	Mar 1994	NOCBX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	53	8.20%	—	Oct 1996	NOCBX vs NOSIX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	77	1.53%	—	Dec 1998	NOCBX vs NHFIX
NSRIX	Northern Global Sustainability Index Fund	Global Equities	46	7.32%	—	Mar 2008	NOCBX vs NSRIX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	32	8.48%	—	Mar 2005	NOCBX vs NOINX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	70	18.51%	—	Mar 1994	NOCBX vs NOSGX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	67	7.35%	—	Dec 2005	NOCBX vs NOLCX
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	71	19.65%	—	Sep 1999	NOCBX vs NSGRX
NOBOX	Northern Bond Index Fund	Intermediate Core Bond	16	-0.17%	—	Feb 2007	NOCBX vs NOBOX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	46	14.66%	—	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LUBIX	Thrivent Income Fund	Corporate Bonds	21	0.22%	—	Jun 1972	NOCBX vs LUBIX
PRSNX	T. Rowe Price Global Multi-Sector Bond Fund	Global Bonds	90	1.82%	—	Dec 2008	NOCBX vs PRSNX
USIBX	USAA Intermediate Term Bond Fund	Intermediate Core-Plus Bond	23	0.38%	—	Aug 1999	NOCBX vs USIBX
FGBPX	Fidelity Advisor Investment Grade Bond Fund Class ...	Total Bond Market	16	0.18%	—	Aug 2002	NOCBX vs FGBPX
CEMB	iShares J.P. Morgan EM Corporate Bond ETF	Corporate Bonds	66	1.73%	417.25M	Apr 2012	NOCBX vs CEMB
VFIDX	Vanguard Intermediate-Term Investment-Grade Fund A...	Total Bond Market	23	-0.03%	39.00B	Feb 2001	NOCBX vs VFIDX
EAGG	iShares ESG Aware US Aggregate Bond ETF	Intermediate Core Bond, ESG	36	0.90%	4.86B	Oct 2018	NOCBX vs EAGG
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	18	0.21%	394.40B	Nov 2001	NOCBX vs VBTLX
BBALX	Northern Global Tactical Asset Allocation Fund	Global Allocation	54	6.24%	—	Jun 1993	NOCBX vs BBALX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Energy Equities	34	9.00%	—	Sep 2012	NOCBX vs NMFIX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Diversified	86	26.33%	—	Nov 2008	NOCBX vs NMMEX
NGREX	Northern Global Real Estate Index Fund	REIT	17	8.40%	—	Jul 2006	NOCBX vs NGREX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	38	9.82%	—	Jun 2006	NOCBX vs NMIEX
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	42	5.76%	—	Oct 2017	NOCBX vs NUESX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	69	20.56%	—	Sep 1999	NOCBX vs NSIDX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	53	9.02%	—	Mar 1994	NOCBX vs NOIGX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Diversified	83	23.91%	—	Apr 2006	NOCBX vs NOEMX
NCATX	Northern California Tax Exempt Fund	Municipal Bonds	68	1.19%	—	Apr 1997	NOCBX vs NCATX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	87	11.71%	—	Aug 2000	NOCBX vs NOLVX
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	91	0.95%	—	Jun 2009	NOCBX vs NTAUX

Compare NOCBX with Any Fund or Stock

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

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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.

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Northern Core Bond Fund (NOCBX) Alternatives