North Star Micro Cap Fund (NSMVX) 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 NSMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSMVX
NSMVX charges 1.30% annually. There are 146 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 | NSMVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NSMVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | NSMVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | NSMVX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | NSMVX vs TISBX |
Best Risk-Adjusted Alternatives to NSMVX
NSMVX has a PortfoliosLab risk / return rank of 31. There are 156 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | NSMVX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | NSMVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | NSMVX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | NSMVX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | NSMVX vs RIVSX |
Top Performing NSMVX Alternatives (YTD)
NSMVX is at 15.53% YTD. There are 133 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | NSMVX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | NSMVX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | NSMVX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | NSMVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | NSMVX vs WESCX |
Lowest Volatility Alternatives to NSMVX
NSMVX has 17.88% 1-year volatility. There are 83 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | NSMVX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | NSMVX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | NSMVX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | NSMVX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | NSMVX vs FTHNX |
Lowest Drawdown Alternatives to NSMVX
NSMVX has a 1-year max drawdown of -12.98%. There are 157 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 | NSMVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NSMVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | NSMVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | NSMVX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NSMVX vs BIAUX |
Other Mutual Funds from North Star
The 4 most viewed North Star mutual funds shown here include NSDVX, WSCVX, NSOIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 70 | 22.08% | — | May 2013 | NSMVX vs NSDVX | |
| North Star Small Cap Value Fund | Small Cap Value Equities | 88 | 23.60% | — | Feb 2008 | NSMVX vs WSCVX | |
| North Star Opportunity Fund | Diversified Portfolio | 85 | 10.09% | — | Dec 2011 | NSMVX vs NSOIX | |
| North Star Bond Fund | Nontraditional Bonds | 62 | 1.85% | — | Dec 2014 | NSMVX vs NSBDX |
Often Compared With NSMVX
Investors most often compare NSMVX with PRSVX, AUERX, BOSOX. These 17 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare NSMVX with Any Fund or Stock
Compare NSMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSMVX with funds that move differently
North Star Micro Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSMVX.
Explore NSMVX Diversifiers