NPCT Alternatives & Similar Mutual Funds

Nuveen Core Plus Impact Fund (NPCT) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NPCT. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NPCT

NPCT charges 5.08% annually. There are 128 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	NPCT vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	NPCT vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	NPCT vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	NPCT vs EINFX
BCPIX	Brandes Core Plus Fixed Income Fund	0.30%	—	Dec 2007	NPCT vs BCPIX

Best Risk-Adjusted Alternatives to NPCT

NPCT has a PortfoliosLab risk / return rank of 3. There are 128 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	99	—	Jul 2016	NPCT vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	96	—	Jul 2010	NPCT vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	95	—	Jul 2010	NPCT vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	86	—	May 1999	NPCT vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	83	—	Apr 1997	NPCT vs GUGAX

Top Performing NPCT Alternatives (YTD)

NPCT is at 3.14% YTD. There is 1 mutual fund in the Intermediate Core-Plus Bond category with a higher YTD return, going as high as 3.62%.

Symbol	Name	YTD Return	AUM	Inception
TNUIX	1290 Diversified Bond Fund	3.62%	—	Jul 2015	NPCT vs TNUIX
MDVAX	MassMutual Diversified Bond Fund	2.93%	—	May 1999	NPCT vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	2.68%	—	Feb 1984	NPCT vs PGSIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.56%	—	Sep 2007	NPCT vs SEATX
HOBIX	Holbrook Income Fund Class I	2.55%	—	Jul 2016	NPCT vs HOBIX

Lowest Volatility Alternatives to NPCT

NPCT has 9.79% 1-year volatility. There are 129 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.14%	—	Jun 2017	NPCT vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	NPCT vs ARINX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.94%	—	Jul 2010	NPCT vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.00%	—	Jul 2010	NPCT vs LCTIX
HOBIX	Holbrook Income Fund Class I	2.04%	—	Jul 2016	NPCT vs HOBIX

Lowest Drawdown Alternatives to NPCT

NPCT has a 1-year max drawdown of -6.79%. There are 128 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	NPCT vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	NPCT vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	NPCT vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	NPCT vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	NPCT vs LCTIX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	11.62%	—	Jul 1999	NPCT vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	NPCT vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	NPCT vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	NPCT vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	NPCT vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	NPCT vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.86%	—	Mar 2006	NPCT vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	73	1.04%	—	Dec 2006	NPCT vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	NPCT vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	NPCT vs NVHIX

Often Compared With NPCT

Investors most often compare NPCT with FASEX, TGRNX, AAIIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	79	20.62%	—	Dec 1987	NPCT vs FASEX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	32	0.47%	—	Nov 2018	NPCT vs TGRNX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	13	1.89%	—	Jan 2004	NPCT vs AAIIX
DLTNX	DoubleLine Total Return Bond Fund Class N	Intermediate Core-Plus Bond	18	-0.24%	—	Apr 2010	NPCT vs DLTNX
CSIBX	Calvert Bond Fund	Intermediate Core-Plus Bond	19	-0.11%	—	Aug 1987	NPCT vs CSIBX
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	24	0.08%	—	Oct 2013	NPCT vs CGBIX
JCPUX	JPMorgan Core Plus Bond Fund Class R6	Intermediate Core-Plus Bond	33	0.75%	—	Feb 2005	NPCT vs JCPUX
RCS	PIMCO Strategic Income Fund	Intermediate Core-Plus Bond	1	-0.54%	—	—	NPCT vs RCS
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	NPCT vs NELIX
BCOIX	Baird Core Plus Bond Fund	Intermediate Core-Plus Bond	25	0.30%	—	Sep 2000	NPCT vs BCOIX
FARCX	Nuveen Real Estate Securities Fund	REIT	48	16.76%	—	Jun 1995	NPCT vs FARCX
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-1.52%	—	Mar 2016	NPCT vs ANBAX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	30	0.06%	—	Jun 2018	NPCT vs MWIGX
JAFLX	Janus Henderson VIT Flexible Bond Portfolio	Intermediate Core-Plus Bond	21	0.15%	—	Sep 1993	NPCT vs JAFLX
IIBAX	Voya Intermediate Bond Fund	Intermediate Core-Plus Bond	13	0.10%	—	Dec 1998	NPCT vs IIBAX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	36	1.12%	—	Jun 1993	NPCT vs TGLMX
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	29	0.53%	—	Mar 1996	NPCT vs SAVYX
HLIPX	JPMorgan Core Plus Bond Fund	Intermediate Core-Plus Bond	24	0.30%	—	Mar 1993	NPCT vs HLIPX
USAIX	USAA Income Fund	Intermediate Core-Plus Bond	27	0.49%	—	Mar 1974	NPCT vs USAIX
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	17	-0.09%	—	Dec 2000	NPCT vs PBMPX

Compare NPCT with Any Fund or Stock

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

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Diversifiers

Pair NPCT with funds that move differently

Nuveen Core Plus Impact Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NPCT.

Explore NPCT Diversifiers

Nuveen Core Plus Impact Fund (NPCT) Alternatives