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 188 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | NSBRX vs VIIIX |
Best Risk-Adjusted Alternatives to NSBRX
NSBRX has a PortfoliosLab risk / return rank of 27. There are 333 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | NSBRX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | NSBRX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | NSBRX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | NSBRX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | NSBRX vs RCKSX |
Top Performing NSBRX Alternatives (YTD)
NSBRX is at 5.21% YTD. There are 352 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | NSBRX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | NSBRX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | NSBRX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | NSBRX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | NSBRX vs IGIAX |
Lowest Volatility Alternatives to NSBRX
NSBRX has 10.17% 1-year volatility. There are 15 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | NSBRX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | NSBRX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | NSBRX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | NSBRX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | NSBRX vs SILVX |
Lowest Drawdown Alternatives to NSBRX
NSBRX has a 1-year max drawdown of -7.80%. There are 28 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | NSBRX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | NSBRX vs AMFEX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 12 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 58 | 10.32% | — | Jul 1999 | NSBRX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 63 | 10.40% | — | Jan 2007 | NSBRX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 10 | 0.47% | — | Oct 2002 | NSBRX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 31 | 8.76% | — | Nov 2005 | NSBRX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 2.40% | — | Jun 2003 | NSBRX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 85 | 2.14% | — | Jun 1999 | NSBRX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 69 | 0.93% | — | Dec 2006 | NSBRX vs NPSRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 5.34% | — | Dec 2009 | NSBRX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 88 | 1.83% | — | Jan 2013 | NSBRX vs NVHIX | |
| Nuveen Municipal Credit Income Fund | Municipal Bonds | 31 | 1.26% | — | Mar 2001 | NSBRX vs NZF |
Often Compared With NSBRX
Investors most often compare NSBRX with TBGVX, SCHD, VIGAX. These 20 comparison targets span 15 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