Northern Stock Index Fund (NOSIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NOSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NOSIX
NOSIX charges 0.05% annually. There are 20 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NOSIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NOSIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NOSIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NOSIX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | NOSIX vs BKTSX |
Best Risk-Adjusted Alternatives to NOSIX
NOSIX has a PortfoliosLab risk / return rank of 66. There are 94 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | NOSIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | NOSIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | NOSIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | NOSIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | NOSIX vs GTLOX |
Top Performing NOSIX Alternatives (YTD)
NOSIX is at 11.34% YTD. There are 143 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | NOSIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | NOSIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | NOSIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | NOSIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | NOSIX vs RESGX |
Lowest Volatility Alternatives to NOSIX
NOSIX has 12.57% 1-year volatility. There are 165 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | NOSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | NOSIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | NOSIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | NOSIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | NOSIX vs JEPIX |
Lowest Drawdown Alternatives to NOSIX
NOSIX has a 1-year max drawdown of -8.89%. There are 129 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | NOSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NOSIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NOSIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NOSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NOSIX vs QUERX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NHFIX, NSRIX 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 | NOSIX vs NOIEX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.18% | — | Dec 1998 | NOSIX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 55 | 10.40% | — | Mar 2008 | NOSIX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Mar 2005 | NOSIX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 71 | 20.80% | — | Mar 1994 | NOSIX vs NOSGX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.85% | — | Dec 2005 | NOSIX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 21.80% | — | Sep 1999 | NOSIX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 15 | -0.35% | — | Feb 2007 | NOSIX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 40 | 15.19% | — | Mar 2005 | NOSIX vs NOMIX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 65 | 20.69% | — | Sep 1999 | NOSIX vs NSIDX |
Often Compared With NOSIX
Investors most often compare NOSIX with VOO, PRBLX, ELFNX. These 19 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare NOSIX with Any Fund or Stock
Compare NOSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NOSIX with funds that move differently
Northern Stock Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOSIX.
Explore NOSIX Diversifiers