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 189 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | NSBRX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | NSBRX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | NSBRX vs SWPPX |
Best Risk-Adjusted Alternatives to NSBRX
NSBRX has a PortfoliosLab risk / return rank of 18. 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 | 15.30B | Dec 2004 | NSBRX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | NSBRX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | NSBRX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | NSBRX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | NSBRX vs GTLOX |
Top Performing NSBRX Alternatives (YTD)
NSBRX is at 3.56% YTD. There are 361 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | NSBRX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | NSBRX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | NSBRX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 82.00B | Nov 2001 | NSBRX vs VPMAX | |
| Centre American Select Equity Fund | 24.46% | — | Dec 2011 | NSBRX vs DHAMX |
Lowest Volatility Alternatives to NSBRX
NSBRX has 9.79% 1-year volatility. There are 24 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | NSBRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | NSBRX vs ORDNX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | NSBRX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | NSBRX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | NSBRX vs FULVX |
Lowest Drawdown Alternatives to NSBRX
NSBRX has a 1-year max drawdown of -7.80%. There are 34 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 QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | NSBRX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | NSBRX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | NSBRX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | NSBRX vs JQC | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | NSBRX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | NSBRX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | NSBRX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 19 | 9.51% | — | May 2009 | NSBRX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | NSBRX vs NELIX | |
| Nuveen Municipal Credit Income Fund | Municipal Bonds | 26 | 2.37% | — | Mar 2001 | NSBRX vs NZF |
Often Compared With NSBRX
Investors most often compare NSBRX with TBGVX, SCHD, VIGAX. These 20 comparison targets span 14 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