Northern Small Cap Core Fund (NSGRX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to NSGRX

NSGRX charges 0.62% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among NSGRX alternatives.

Symbol	Name	Expense Ratio	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	Sep 8, 2011	NSGRX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	Dec 17, 2010	NSGRX vs VSCPX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	Jul 7, 1997	NSGRX vs VSCIX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	May 19, 1997	NSGRX vs SWSSX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	Nov 13, 2000	NSGRX vs VSMAX

Best Risk-Adjusted Alternatives to NSGRX

Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
AUERX	Auer Growth Fund	92	Dec 28, 2007	NSGRX vs AUERX
DFISX	DFA International Small Company Portfolio	89	Sep 30, 1996	NSGRX vs DFISX
RYOTX	Royce Micro Cap Series Fund	86	Dec 31, 1991	NSGRX vs RYOTX
WESCX	TETON Westwood SmallCap Equity Fund	85	Apr 15, 1997	NSGRX vs WESCX
FSOPX	Fidelity Series Small Cap Opportunities Fund	81	Mar 22, 2007	NSGRX vs FSOPX

Top Performing NSGRX Alternatives (YTD)

NSGRX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
HASCX	Harbor Small Cap Value Fund	11.47%	Dec 14, 2001	NSGRX vs HASCX
WESCX	TETON Westwood SmallCap Equity Fund	9.67%	Apr 15, 1997	NSGRX vs WESCX
RYOTX	Royce Micro Cap Series Fund	9.23%	Dec 31, 1991	NSGRX vs RYOTX
RIVSX	River Oak Discovery Fund	7.17%	Jun 30, 2005	NSGRX vs RIVSX
TNVIX	1290 GAMCO Small/Mid Cap Value Fund	6.91%	Nov 12, 2014	NSGRX vs TNVIX

Lowest Volatility Alternatives to NSGRX

NSGRX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFISX	DFA International Small Company Portfolio	15.63%	Sep 30, 1996	NSGRX vs DFISX
SSLCX	DWS Small Cap Core Fund	17.61%	Jul 14, 2000	NSGRX vs SSLCX
HFCGX	Hennessy Cornerstone Growth Fund	18.58%	Nov 1, 1996	NSGRX vs HFCGX
BOSOX	Boston Trust Small Cap Fund	19.02%	—	NSGRX vs BOSOX
CSMDX	Copeland SMID Cap Dividend Growth Fund	19.41%	Feb 27, 2017	NSGRX vs CSMDX

Lowest Drawdown Alternatives to NSGRX

NSGRX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
SSLCX	DWS Small Cap Core Fund	-10.06%	Jul 14, 2000	NSGRX vs SSLCX
WEMMX	TETON Westwood Mighty Mites Fund	-11.39%	May 11, 1998	NSGRX vs WEMMX
CAMSX	Cambiar Small Cap Fund	-11.67%	Aug 31, 2004	NSGRX vs CAMSX
AZBIX	Virtus Small-Cap Fund	-11.76%	Jul 1, 2013	NSGRX vs AZBIX
BOSOX	Boston Trust Small Cap Fund	-11.89%	—	NSGRX vs BOSOX

Other Mutual Funds from Northern Funds

Most popular Northern Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	59	-1.97%	Mar 31, 1994	NSGRX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	51	-4.34%	Oct 7, 1996	NSGRX vs NOSIX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	69	0.85%	Mar 22, 2005	NSGRX vs NOINX
NSRIX	Northern Global Sustainability Index Fund	Global Equities	58	-4.47%	Mar 4, 2008	NSGRX vs NSRIX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	53	4.58%	Mar 31, 1994	NSGRX vs NOSGX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	64	-3.57%	Dec 16, 2005	NSGRX vs NOLCX
NOBOX	Northern Bond Index Fund	Intermediate Core Bond	47	-0.03%	Feb 27, 2007	NSGRX vs NOBOX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	86	-0.35%	Dec 31, 1998	NSGRX vs NHFIX
NOCBX	Northern Core Bond Fund	Intermediate Core Bond	49	-0.09%	Mar 29, 2001	NSGRX vs NOCBX
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	97	0.57%	Jun 18, 2009	NSGRX vs NTAUX

Often Compared With NSGRX

What investors most often compare with NSGRX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCRYY	SCOR PK		62	3.30%	—	NSGRX vs SCRYY
SCRZX	AB Small Cap Core Portfolio	Small Cap Blend Equities	41	1.03%	Dec 29, 2015	NSGRX vs SCRZX
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	81	3.77%	Jun 30, 1988	NSGRX vs PRSVX
FNDX	Schwab Fundamental U.S. Large Company Index ETF	Large Cap Blend Equities	70	2.98%	Aug 15, 2013	NSGRX vs FNDX
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Growth Equities	67	3.19%	Nov 3, 2009	NSGRX vs SCHA
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	NSGRX vs QQQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	NSGRX vs SPY
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	12	31.31%	Mar 20, 2000	NSGRX vs KSCOX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Energy Equities	88	7.82%	Sep 17, 2012	NSGRX vs NMFIX
NCATX	Northern California Tax Exempt Fund	Municipal Bonds	40	-0.08%	Apr 7, 1997	NSGRX vs NCATX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Diversified	84	2.41%	Apr 24, 2006	NSGRX vs NOEMX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Diversified	89	4.62%	Nov 18, 2008	NSGRX vs NMMEX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	52	1.78%	Aug 3, 2000	NSGRX vs NOLVX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	32	2.50%	Mar 22, 2005	NSGRX vs NOMIX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	53	0.90%	Sep 3, 1999	NSGRX vs NSIDX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	70	-0.08%	Jun 22, 2006	NSGRX vs NMIEX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	86	2.38%	Mar 30, 1994	NSGRX vs NOIGX
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	33	-5.00%	Oct 2, 2017	NSGRX vs NUESX
NUSFX	Northern Ultra-Short Fixed Income Fund	Ultrashort Bond	99	0.84%	Jun 18, 2009	NSGRX vs NUSFX
PRCGX	Perritt MicroCap Opportunities Fund	Small Cap Blend Equities	—	—	Apr 11, 1988	NSGRX vs PRCGX

Compare NSGRX with Any Fund or Stock

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

Symbol name

Northern Small Cap Core Fund

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