Northern Small Cap Value Fund (NOSGX) belongs to the Small 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 NOSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NOSGX
NOSGX charges 1.00% annually. There are 54 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | NOSGX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | NOSGX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | NOSGX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | NOSGX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | NOSGX vs VSMVX |
Best Risk-Adjusted Alternatives to NOSGX
NOSGX has a PortfoliosLab risk / return rank of 86. There are 29 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | NOSGX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | NOSGX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | NOSGX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | NOSGX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | NOSGX vs TASVX |
Top Performing NOSGX Alternatives (YTD)
NOSGX is at 21.99% YTD. There are 46 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | NOSGX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | NOSGX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | NOSGX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | NOSGX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | NOSGX vs RYSEX |
Lowest Volatility Alternatives to NOSGX
NOSGX has 17.45% 1-year volatility. There are 71 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | NOSGX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | NOSGX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | NOSGX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | NOSGX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | NOSGX vs USBNX |
Lowest Drawdown Alternatives to NOSGX
NOSGX has a 1-year max drawdown of -9.07%. There are 33 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | NOSGX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | NOSGX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | NOSGX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | NOSGX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | NOSGX vs TSLTX |
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 | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities, Dividend, Actively Managed | 78 | 12.25% | — | Apr 1994 | NOSGX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 62 | 9.34% | — | Oct 1996 | NOSGX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 80 | 2.00% | — | Dec 1998 | NOSGX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 57 | 9.33% | — | Mar 2008 | NOSGX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 61 | 12.75% | — | Mar 2005 | NOSGX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 74 | 9.87% | — | Dec 2005 | NOSGX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 83 | 21.27% | — | Sep 1999 | NOSGX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 13 | -1.04% | — | Feb 2007 | NOSGX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 48 | 14.71% | — | Mar 2005 | NOSGX vs NOMIX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 76 | 19.46% | — | Sep 1999 | NOSGX vs NSIDX |
Often Compared With NOSGX
Investors most often compare NOSGX with SPY, PRIDX, SWMCX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare NOSGX with Any Fund or Stock
Compare NOSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NOSGX with funds that move differently
Northern Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOSGX.
Explore NOSGX Diversifiers