Northern Small Cap Core Fund (NSGRX) belongs to the Small 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 NSGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSGRX
NSGRX charges 0.62% annually. There are 36 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | NSGRX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NSGRX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | NSGRX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | NSGRX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | NSGRX vs TISBX |
Best Risk-Adjusted Alternatives to NSGRX
NSGRX has a PortfoliosLab risk / return rank of 78. There are 26 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | NSGRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | NSGRX vs WESCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | NSGRX vs MOPIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | NSGRX vs GQSCX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | NSGRX vs RIVSX |
Top Performing NSGRX Alternatives (YTD)
NSGRX is at 21.51% YTD. There are 43 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 39.82% | — | Dec 1991 | NSGRX vs RYOTX | |
| Paradigm Micro-cap Fund | 38.99% | — | Dec 2007 | NSGRX vs PVIVX | |
| River Oak Discovery Fund | 31.90% | — | Jun 2005 | NSGRX vs RIVSX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 30.85% | — | Dec 2018 | NSGRX vs FTMSX | |
| TETON Westwood SmallCap Equity Fund | 30.70% | — | Apr 1997 | NSGRX vs WESCX |
Lowest Volatility Alternatives to NSGRX
NSGRX has 18.34% 1-year volatility. There are 97 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.96% | — | Nov 1996 | NSGRX vs HFCGX | |
| DFA International Small Company Portfolio | 14.31% | 15.72B | Sep 1996 | NSGRX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | NSGRX vs CSMDX | |
| DWS Small Cap Core Fund | 15.02% | — | Jul 2000 | NSGRX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | NSGRX vs BOSOX |
Lowest Drawdown Alternatives to NSGRX
NSGRX has a 1-year max drawdown of -8.66%. There are 9 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | NSGRX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NSGRX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | NSGRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | NSGRX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NSGRX vs SSCDX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 77 | 12.16% | — | Mar 1994 | NSGRX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 67 | 10.88% | — | Oct 1996 | NSGRX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.01% | — | Dec 1998 | NSGRX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 57 | 10.02% | — | Mar 2008 | NSGRX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 38 | 10.19% | — | Mar 2005 | NSGRX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 75 | 20.70% | — | Mar 1994 | NSGRX vs NOSGX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.57% | — | Dec 2005 | NSGRX vs NOLCX | |
| Northern Bond Index Fund | Intermediate Core Bond | 18 | -0.46% | — | Feb 2007 | NSGRX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 42 | 15.10% | — | Mar 2005 | NSGRX vs NOMIX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.17% | — | Sep 1999 | NSGRX vs NSIDX |
Often Compared With NSGRX
Investors most often compare NSGRX with SCRZX, SCRYY, PRSVX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare NSGRX with Any Fund or Stock
Compare NSGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSGRX with funds that move differently
Northern Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSGRX.
Explore NSGRX Diversifiers