Nuveen Dividend Growth Fund (NSBRX) 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 NSBRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSBRX
NSBRX charges 0.67% annually. There are 193 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 | NSBRX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NSBRX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NSBRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NSBRX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | NSBRX vs VITPX |
Best Risk-Adjusted Alternatives to NSBRX
NSBRX has a PortfoliosLab risk / return rank of 15. There are 352 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | NSBRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | NSBRX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | NSBRX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | NSBRX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | NSBRX vs IGIAX |
Top Performing NSBRX Alternatives (YTD)
NSBRX is at 1.69% YTD. There are 360 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | NSBRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | NSBRX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | NSBRX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | NSBRX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | NSBRX vs FLVCX |
Lowest Volatility Alternatives to NSBRX
NSBRX has 10.04% 1-year volatility. There are 23 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | NSBRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | NSBRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | NSBRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | NSBRX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | NSBRX vs FSUVX |
Lowest Drawdown Alternatives to NSBRX
NSBRX has a 1-year max drawdown of -7.80%. There are 32 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | NSBRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NSBRX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NSBRX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NSBRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | NSBRX vs QUERX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 13 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 10.07% | — | Jul 1999 | NSBRX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 50 | 7.43% | — | Jan 2007 | NSBRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 15 | 3.44% | — | Nov 2005 | NSBRX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.32% | — | Jun 1999 | NSBRX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 5 | 2.20% | — | Jun 2003 | NSBRX vs JQC | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 74 | 0.60% | — | Dec 2006 | NSBRX vs NPSRX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 65 | 2.04% | — | Jan 2013 | NSBRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 14 | 6.96% | — | May 2009 | NSBRX vs NVLIX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 82 | 20.50% | — | Dec 1987 | NSBRX vs FASEX | |
| Nuveen Equity Long/Short Fund | Long-Short | 60 | 8.59% | — | Dec 2008 | NSBRX vs NELIX |
Often Compared With NSBRX
Investors most often compare NSBRX with TBGVX, VIGAX, SCHD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare NSBRX with Any Fund or Stock
Compare NSBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSBRX with funds that move differently
Nuveen Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSBRX.
Explore NSBRX Diversifiers