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 132 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | NPCT vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | NPCT vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | NPCT vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | NPCT vs EINFX | |
| 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 4. There are 131 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | NPCT vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | NPCT vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | NPCT vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | NPCT vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | NPCT vs MDVAX |
Top Performing NPCT Alternatives (YTD)
NPCT is at 1.77% YTD. There are 4 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.01% | — | Jul 2015 | NPCT vs TNUIX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | NPCT vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | NPCT vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.29% | — | Feb 1984 | NPCT vs PGSIX | |
| Ancora Income Fund | 1.60% | — | Jan 2004 | NPCT vs AAIIX |
Lowest Volatility Alternatives to NPCT
NPCT has 9.25% 1-year volatility. There are 133 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | NPCT vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | NPCT vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.04% | — | Jul 2010 | NPCT vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | NPCT vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | NPCT vs LCTIX |
Lowest Drawdown Alternatives to NPCT
NPCT has a 1-year max drawdown of -6.79%. There are 132 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | NPCT vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | NPCT vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | NPCT vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | NPCT vs LCTRX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | NPCT vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | NPCT vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | NPCT vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | NPCT vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | NPCT vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | NPCT vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | NPCT vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | NPCT vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | NPCT vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 91 | 1.56% | — | Jan 2013 | NPCT vs NVHIX |
Often Compared With NPCT
Investors most often compare NPCT with FASEX, TGRNX, DLTNX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare NPCT with Any Fund or Stock
Compare NPCT with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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