North Star Micro Cap Fund (NSMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NSMVX
NSMVX charges 1.30% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among NSMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | NSMVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | NSMVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | NSMVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | NSMVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | NSMVX vs VSMAX |
Best Risk-Adjusted Alternatives to NSMVX
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 | |
|---|---|---|---|---|
| Auer Growth Fund | 92 | Dec 28, 2007 | NSMVX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | NSMVX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | NSMVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 85 | Apr 15, 1997 | NSMVX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | NSMVX vs FSOPX |
Top Performing NSMVX Alternatives (YTD)
NSMVX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | NSMVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 9.67% | Apr 15, 1997 | NSMVX vs WESCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | NSMVX vs RYOTX | |
| River Oak Discovery Fund | 7.17% | Jun 30, 2005 | NSMVX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | NSMVX vs TNVIX |
Lowest Volatility Alternatives to NSMVX
NSMVX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | NSMVX vs DFISX | |
| DWS Small Cap Core Fund | 17.61% | Jul 14, 2000 | NSMVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | NSMVX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | NSMVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.41% | Feb 27, 2017 | NSMVX vs CSMDX |
Lowest Drawdown Alternatives to NSMVX
NSMVX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | NSMVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | NSMVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | NSMVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | NSMVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | NSMVX vs BOSOX |
Other Mutual Funds from North Star
Most popular North Star mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 20 | 7.73% | May 31, 2013 | NSMVX vs NSDVX | |
| North Star Opportunity Fund | Diversified Portfolio | 45 | -3.84% | Dec 14, 2011 | NSMVX vs NSOIX | |
| North Star Bond Fund | Nontraditional Bonds | 58 | -0.22% | Dec 18, 2014 | NSMVX vs NSBDX |
Often Compared With NSMVX
What investors most often compare with NSMVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund | Small Cap Blend Equities | 81 | 3.77% | Jun 30, 1988 | NSMVX vs PRSVX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 59 | 0.89% | Oct 1, 2002 | NSMVX vs TISBX |
Compare NSMVX with Any Fund or Stock
Compare NSMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.