NSRIX Alternatives & Similar Mutual Funds

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 14 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	NSRIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	NSRIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	NSRIX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	NSRIX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	NSRIX vs UCEQX

Best Risk-Adjusted Alternatives to NSRIX

NSRIX has a PortfoliosLab risk / return rank of 52. There are 92 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	NSRIX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	NSRIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	NSRIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	NSRIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	NSRIX vs JGYIX

Top Performing NSRIX Alternatives (YTD)

NSRIX is at 8.98% YTD. There are 142 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	NSRIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	NSRIX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	NSRIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	NSRIX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	NSRIX vs FIQOX

Lowest Volatility Alternatives to NSRIX

NSRIX has 13.40% 1-year volatility. There are 104 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	NSRIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	NSRIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	NSRIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	NSRIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	NSRIX vs SGMAX

Lowest Drawdown Alternatives to NSRIX

NSRIX has a 1-year max drawdown of -10.36%. There are 112 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
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	NSRIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	NSRIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	NSRIX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	NSRIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	NSRIX vs SVTAX

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
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	74	10.55%	—	Mar 1994	NSRIX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	65	9.78%	—	Oct 1996	NSRIX vs NOSIX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	78	1.53%	—	Dec 1998	NSRIX vs NHFIX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	36	10.93%	—	Mar 2005	NSRIX vs NOINX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	71	18.41%	—	Mar 1994	NSRIX vs NOSGX
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	74	20.56%	—	Sep 1999	NSRIX vs NSGRX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	74	8.71%	—	Dec 2005	NSRIX vs NOLCX
NOBOX	Northern Bond Index Fund	Intermediate Core Bond	16	-0.28%	—	Feb 2007	NSRIX vs NOBOX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	51	15.87%	—	Mar 2005	NSRIX vs NOMIX
NOCBX	Northern Core Bond Fund	Intermediate Core Bond	16	-0.35%	—	Mar 2001	NSRIX vs NOCBX

Often Compared With NSRIX

Investors most often compare NSRIX with FDEV, RODM, DWM. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDEV	Fidelity International Multifactor ETF	Foreign Large Cap Equities	37	4.10%	269.26M	Feb 2019	NSRIX vs FDEV
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	Foreign Large Cap Equities	74	10.16%	1.57B	Feb 2015	NSRIX vs RODM
DWM	WisdomTree International Equity Fund	Foreign Large Cap Equities	43	7.25%	677.23M	Jun 2006	NSRIX vs DWM
SWMIX	Schwab International Opportunities Fund	Foreign Large Cap Equities	20	13.97%	—	Apr 2004	NSRIX vs SWMIX
VXUS	Vanguard Total International Stock ETF	Global Equities	55	12.51%	652.30B	Jan 2011	NSRIX vs VXUS
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	38	10.79%	14.60B	May 1997	NSRIX vs SWISX
ESGYX	Mirova Global Sustainable Equity Fund	Global Equities	11	-0.03%	—	Mar 2016	NSRIX vs ESGYX
FIGFX	Fidelity International Growth Fund	Foreign Large Cap Equities	23	12.93%	—	Nov 2007	NSRIX vs FIGFX
VEU	Vanguard FTSE All-World ex-US ETF	Foreign Large Cap Equities	56	13.01%	94.40B	Mar 2007	NSRIX vs VEU
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	44	10.70%	—	Sep 2002	NSRIX vs ARTKX
NCATX	Northern California Tax Exempt Fund	Municipal Bonds	67	1.19%	—	Apr 1997	NSRIX vs NCATX
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	89	12.71%	—	Aug 2000	NSRIX vs NOLVX
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	46	7.10%	—	Oct 2017	NSRIX vs NUESX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Diversified	90	32.91%	—	Nov 2008	NSRIX vs NMMEX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	56	11.10%	—	Mar 1994	NSRIX vs NOIGX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	39	11.99%	—	Jun 2006	NSRIX vs NMIEX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Energy Equities	34	8.86%	—	Sep 2012	NSRIX vs NMFIX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Diversified	89	30.32%	—	Apr 2006	NSRIX vs NOEMX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	71	21.65%	—	Sep 1999	NSRIX vs NSIDX
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	90	0.95%	—	Jun 2009	NSRIX vs NTAUX

Compare NSRIX with Any Fund or Stock

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

Symbol name

Diversifiers

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

Northern Global Sustainability Index Fund (NSRIX) Alternatives