Nuveen Dividend Growth Fund (NSBRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NSBRX
NSBRX charges 0.67% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among NSBRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | NSBRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | NSBRX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | NSBRX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | NSBRX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | NSBRX vs SSSYX |
Best Risk-Adjusted Alternatives to NSBRX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 94 | Nov 12, 2001 | NSBRX vs VPMAX | |
| Pin Oak Equity | 92 | Aug 3, 1992 | NSBRX vs POGSX | |
| First Eagle Overseas Fund Class I | 92 | — | NSBRX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 91 | Jan 2, 1990 | NSBRX vs PAGRX | |
| DFA International Core Equity Portfolio I | 90 | Sep 15, 2005 | NSBRX vs DFIEX |
Top Performing NSBRX Alternatives (YTD)
NSBRX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Global Fund | 9.95% | Jan 30, 2017 | NSBRX vs YFSIX | |
| GQG Partners US Select Quality Equity Fund | 9.61% | Sep 28, 2018 | NSBRX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.49% | Jan 24, 2021 | NSBRX vs NWAUX | |
| Muhlenkamp Fund | 9.11% | Nov 1, 1988 | NSBRX vs MUHLX | |
| Pin Oak Equity | 8.02% | Aug 3, 1992 | NSBRX vs POGSX |
Lowest Volatility Alternatives to NSBRX
NSBRX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.66% | Jun 28, 2013 | NSBRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.01% | Mar 28, 2021 | NSBRX vs SVPFX | |
| Fidelity Hedged Equity Fund | 11.04% | Sep 8, 2022 | NSBRX vs FEQHX | |
| Fidelity Advisor Growth & Income Fund Class Z | 11.08% | Mar 20, 2025 | NSBRX vs FGJEX | |
| Castle Tandem Fund | 12.04% | Mar 15, 2019 | NSBRX vs TANDX |
Lowest Drawdown Alternatives to NSBRX
NSBRX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | NSBRX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | NSBRX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | NSBRX vs FEQHX | |
| GQG Partners US Select Quality Equity Fund | -8.30% | Sep 28, 2018 | NSBRX vs GQEIX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | NSBRX vs FNSTX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 78 | -0.51% | Jan 30, 2007 | NSBRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 10 | -7.83% | Nov 23, 2005 | NSBRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 7 | -0.69% | Jun 26, 2003 | NSBRX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | 0.08% | Jun 6, 1999 | NSBRX vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 56 | 5.31% | Dec 22, 1987 | NSBRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | 0.58% | Jan 31, 2013 | NSBRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 15 | -11.60% | May 15, 2009 | NSBRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | -2.12% | Dec 29, 2008 | NSBRX vs NELIX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 92 | -1.08% | Dec 18, 2006 | NSBRX vs NPSRX | |
| Nuveen Real Estate Securities Fund | REIT | 12 | 3.59% | Jun 30, 1995 | NSBRX vs FARCX |
Often Compared With NSBRX
What investors most often compare with NSBRX, 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.