Northern Global Sustainability Index Fund (NSRIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NSRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSRIX
NSRIX charges 0.29% annually. There are 13 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | NSRIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | NSRIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | NSRIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | NSRIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | NSRIX vs VMNVX |
Best Risk-Adjusted Alternatives to NSRIX
NSRIX has a PortfoliosLab risk / return rank of 53. There are 87 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 96 | — | Jun 2014 | NSRIX vs LVAGX | |
| Vanguard Global Capital Cycles Fund | 95 | 3.90B | May 1984 | NSRIX vs VGPMX | |
| GMO Climate Change Fund | 93 | — | Apr 2017 | NSRIX vs GCCHX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | NSRIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | NSRIX vs JGYIX |
Top Performing NSRIX Alternatives (YTD)
NSRIX is at 9.87% YTD. There are 123 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oberweis Global Opportunities Fund | 28.94% | — | Jan 1987 | NSRIX vs OBEGX | |
| GMO Climate Change Fund | 28.83% | — | Apr 2017 | NSRIX vs GCCHX | |
| LSV Global Value Fund | 25.25% | — | Jun 2014 | NSRIX vs LVAGX | |
| Ariel Global Fund | 24.67% | — | Dec 2011 | NSRIX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 23.78% | — | Dec 1995 | NSRIX vs PRGSX |
Lowest Volatility Alternatives to NSRIX
NSRIX has 12.81% 1-year volatility. There are 104 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.81% | 2.00B | Dec 2013 | NSRIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.83% | 2.00B | Dec 2013 | NSRIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.21% | — | Jul 2006 | NSRIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.38% | — | Sep 1990 | NSRIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.62% | — | Jan 2016 | NSRIX vs SGMAX |
Lowest Drawdown Alternatives to NSRIX
NSRIX has a 1-year max drawdown of -10.36%. There are 110 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | NSRIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | -5.24% | — | Jun 2021 | NSRIX vs GQFPX | |
| GQG Partners Global Quality Equity Fund | -5.37% | — | Mar 2019 | NSRIX vs GQRPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -5.40% | — | Mar 2019 | NSRIX vs GQRIX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | NSRIX vs LVAFX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 83 | 12.80% | — | Mar 1994 | NSRIX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 74 | 11.68% | — | Oct 1996 | NSRIX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 81 | 1.87% | — | Dec 1998 | NSRIX vs NHFIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 27 | 9.68% | — | Mar 2005 | NSRIX vs NOINX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 65 | 16.32% | — | Mar 1994 | NSRIX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 64 | 16.84% | — | Sep 1999 | NSRIX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 83 | 10.82% | — | Dec 2005 | NSRIX vs NOLCX | |
| Northern Bond Index Fund | Intermediate Core Bond | 19 | 0.04% | — | Feb 2007 | NSRIX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 45 | 14.18% | — | Mar 2005 | NSRIX vs NOMIX | |
| Northern International Equity Fund | Foreign Large Cap Equities | 46 | 10.36% | — | Mar 1994 | NSRIX vs NOIGX |
Often Compared With NSRIX
Investors most often compare NSRIX with FDEV, RODM, DWM. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare NSRIX with Any Fund or Stock
Compare NSRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSRIX with funds that move differently
Northern Global Sustainability Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSRIX.
Explore NSRIX Diversifiers