NSBRX Alternatives & Similar Mutual Funds

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 194 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	NSBRX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	NSBRX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	NSBRX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	NSBRX vs FLCPX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	NSBRX vs BKTSX

Best Risk-Adjusted Alternatives to NSBRX

NSBRX has a PortfoliosLab risk / return rank of 16. There are 361 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	NSBRX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	NSBRX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	NSBRX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	NSBRX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	NSBRX vs GTLOX

Top Performing NSBRX Alternatives (YTD)

NSBRX is at 3.86% YTD. There are 367 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	NSBRX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	NSBRX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	NSBRX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	NSBRX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	NSBRX vs RESGX

Lowest Volatility Alternatives to NSBRX

NSBRX has 10.02% 1-year volatility. There are 20 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	NSBRX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	NSBRX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	NSBRX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	NSBRX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	NSBRX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	NSBRX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	NSBRX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	NSBRX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	NSBRX vs AUEIX
QUERX	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, TILIX and span 12 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	11.62%	—	Jul 1999	NSBRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	NSBRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	NSBRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	19	6.85%	—	Nov 2005	NSBRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	79	3.88%	—	Jun 1999	NSBRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.77%	—	Jun 2003	NSBRX vs JQC
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	73	1.04%	—	Dec 2006	NSBRX vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	8.29%	—	May 2009	NSBRX vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	77	2.42%	—	Jan 2013	NSBRX vs NVHIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	79	20.62%	—	Dec 1987	NSBRX vs FASEX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	46	11.00%	—	Jun 1993	NSBRX vs TBGVX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	NSBRX vs SCHD
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	7.71%	393.80B	Nov 2000	NSBRX vs VIGAX
MEIAX	MFS Value Fund	Large Cap Value Equities	40	9.27%	—	Jan 1996	NSBRX vs MEIAX
GERIX	Goldman Sachs Emerging Markets Equity Insights Fun...	Emerging Markets Diversified	78	24.98%	—	Oct 2007	NSBRX vs GERIX
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	34	3.30%	45.17B	May 2020	NSBRX vs JEPI
FXAIX	Fidelity 500 Index Fund	S&P 500	63	11.06%	—	Feb 1988	NSBRX vs FXAIX
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	86	12.23%	42.05B	Jun 2014	NSBRX vs DGRO
IIPR	Innovative Industrial Properties, Inc.		70	44.26%	—	—	NSBRX vs IIPR
DVY	iShares Select Dividend ETF	Large Cap Value Equities, Dividend	77	15.49%	23.40B	Nov 2003	NSBRX vs DVY
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	24	7.72%	393.80B	May 1998	NSBRX vs VIGIX
OARDX	Invesco Rising Dividends Fund	Large Cap Blend Equities	49	7.74%	—	Apr 1980	NSBRX vs OARDX
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	29	16.41%	—	Aug 1994	NSBRX vs FSCCX
FMOTX	Nuveen Missouri Municipal Bond Fund	Municipal Bonds	86	1.88%	—	Aug 1987	NSBRX vs FMOTX
FCBYX	Nuveen Strategic Income Fund	Multisector Bonds	71	1.11%	—	Jan 2000	NSBRX vs FCBYX
JFR	Nuveen Floating Rate Income Fund	High Yield Bonds	5	4.74%	—	Mar 2004	NSBRX vs JFR
FARCX	Nuveen Real Estate Securities Fund	REIT	48	16.76%	—	Jun 1995	NSBRX vs FARCX
FLAAX	Nuveen All-American Municipal Bond Fund	Municipal Bonds	60	1.44%	—	Oct 1988	NSBRX vs FLAAX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	51	8.13%	—	Dec 2008	NSBRX vs NELIX
NUVBX	Nuveen Intermediate Duration Municipal Bond Fund	Municipal Bonds	63	0.96%	—	Nov 1976	NSBRX vs NUVBX

Compare NSBRX with Any Fund or Stock

Compare NSBRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Nuveen Dividend Growth Fund (NSBRX) Alternatives