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 37 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% | 188.20B | Jul 1997 | NSGRX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | NSGRX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | NSGRX vs VTMSX |
Best Risk-Adjusted Alternatives to NSGRX
NSGRX has a PortfoliosLab risk / return rank of 85. There are 48 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 97 | — | Nov 2017 | NSGRX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 96 | — | Apr 1997 | NSGRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 96 | — | Apr 1997 | NSGRX vs WESCX | |
| MainStay WMC Small Companies Fund | 94 | — | Jan 1987 | NSGRX vs MOPIX | |
| Vanguard Strategic Small-Cap Equity Fund | 94 | 3.10B | Apr 2006 | NSGRX vs VSTCX |
Top Performing NSGRX Alternatives (YTD)
NSGRX is at 22.59% YTD. There are 42 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.56% | — | Dec 1991 | NSGRX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.36% | — | Dec 2007 | NSGRX vs PVIVX | |
| River Oak Discovery Fund | 31.95% | — | Jun 2005 | NSGRX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | NSGRX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 31.36% | — | Apr 1997 | NSGRX vs WESCX |
Lowest Volatility Alternatives to NSGRX
NSGRX has 18.23% 1-year volatility. There are 95 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.41% | — | Feb 2017 | NSGRX vs CSMDX | |
| DFA International Small Company Portfolio | 14.46% | 16.04B | Sep 1996 | NSGRX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.52% | — | Nov 1996 | NSGRX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.88% | — | Sep 2011 | NSGRX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.89% | — | Sep 2011 | NSGRX vs FTHNX |
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% | 3.10B | Apr 2006 | NSGRX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | NSGRX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NSGRX vs SSCDX |
Other Mutual Funds from Northern Trust
The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities, Dividend, Actively Managed | 80 | 14.01% | — | Apr 1994 | NSGRX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 65 | 11.75% | — | Oct 1996 | NSGRX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 80 | 2.34% | — | Dec 1998 | NSGRX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 63 | 11.60% | — | Mar 2008 | NSGRX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 89 | 23.08% | — | Mar 1994 | NSGRX vs NOSGX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 58 | 12.52% | — | Mar 2005 | NSGRX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 76 | 12.09% | — | Dec 2005 | NSGRX vs NOLCX | |
| Northern Bond Index Fund | Intermediate Core Bond | 12 | -1.15% | — | Feb 2007 | NSGRX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 51 | 15.87% | — | Mar 2005 | NSGRX vs NOMIX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 76 | 20.88% | — | Sep 1999 | NSGRX vs NSIDX |
Often Compared With NSGRX
Investors most often compare NSGRX with SCRZX, SCRYY, PRSVX. These 20 comparison targets span 14 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