Northern Large Cap Value Fund (NOLVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NOLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NOLVX
NOLVX charges 0.57% annually. There are 70 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NOLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NOLVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NOLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NOLVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NOLVX vs VVIAX |
Best Risk-Adjusted Alternatives to NOLVX
NOLVX has a PortfoliosLab risk / return rank of 88. There are 60 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | NOLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NOLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | NOLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | NOLVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | NOLVX vs AVLVX |
Top Performing NOLVX Alternatives (YTD)
NOLVX is at 14.19% YTD. There are 105 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | NOLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | NOLVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | NOLVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | NOLVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | NOLVX vs YAFFX |
Lowest Volatility Alternatives to NOLVX
NOLVX has 11.25% 1-year volatility. There are 152 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | NOLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | NOLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | NOLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | NOLVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | NOLVX vs TMMAX |
Lowest Drawdown Alternatives to NOLVX
NOLVX has a 1-year max drawdown of -6.18%. There are 42 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NOLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NOLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NOLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NOLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NOLVX vs SVAIX |
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 | 12.82% | — | Mar 1994 | NOLVX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 66 | 11.34% | — | Oct 1996 | NOLVX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.18% | — | Dec 1998 | NOLVX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 55 | 10.40% | — | Mar 2008 | NOLVX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Mar 2005 | NOLVX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 71 | 20.80% | — | Mar 1994 | NOLVX vs NOSGX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.85% | — | Dec 2005 | NOLVX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 21.80% | — | Sep 1999 | NOLVX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 15 | -0.35% | — | Feb 2007 | NOLVX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 40 | 15.19% | — | Mar 2005 | NOLVX vs NOMIX |
Often Compared With NOLVX
Investors most often compare NOLVX with NTAUX, AUXFX, ACIIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare NOLVX with Any Fund or Stock
Compare NOLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NOLVX with funds that move differently
Northern Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOLVX.
Explore NOLVX Diversifiers