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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	NSRIX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	NSRIX vs VTWAX

Best Risk-Adjusted Alternatives to NSRIX

NSRIX has a PortfoliosLab risk / return rank of 57. There are 101 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	NSRIX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	NSRIX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	NSRIX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	NSRIX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	NSRIX vs PGVFX

Top Performing NSRIX Alternatives (YTD)

NSRIX is at 9.33% YTD. There are 141 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	NSRIX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	NSRIX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	NSRIX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	NSRIX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	NSRIX vs EPSYX

Lowest Volatility Alternatives to NSRIX

NSRIX has 13.79% 1-year volatility. There are 103 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	NSRIX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	NSRIX vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	NSRIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	NSRIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	NSRIX vs SVTAX

Lowest Drawdown Alternatives to NSRIX

NSRIX has a 1-year max drawdown of -10.36%. There are 114 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	NSRIX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	NSRIX vs MBXAX
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

Other Mutual Funds from Northern Trust

The 10 most viewed Northern Trust mutual funds shown here include NOIEX, NOSIX, NHFIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NOIEX	Northern Income Equity Fund	Large Cap Value Equities, Dividend, Actively Managed	78	12.25%	—	Apr 1994	NSRIX vs NOIEX
NOSIX	Northern Stock Index Fund	Large Cap Blend Equities	62	9.34%	—	Oct 1996	NSRIX vs NOSIX
NHFIX	Northern High Yield Fixed Income Fund	High Yield Bonds	80	2.00%	—	Dec 1998	NSRIX vs NHFIX
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	86	21.99%	—	Mar 1994	NSRIX vs NOSGX
NOINX	Northern International Equity Index Fund	Foreign Large Cap Equities	61	12.75%	—	Mar 2005	NSRIX vs NOINX
NOLCX	Northern Large Cap Core Fund	Large Cap Blend Equities	74	9.87%	—	Dec 2005	NSRIX vs NOLCX
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	83	21.27%	—	Sep 1999	NSRIX vs NSGRX
NOBOX	Northern Bond Index Fund	Intermediate Core Bond	13	-1.04%	—	Feb 2007	NSRIX vs NOBOX
NOMIX	Northern Mid Cap Index Fund	Mid Cap Blend Equities	48	14.71%	—	Mar 2005	NSRIX vs NOMIX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	76	19.46%	—	Sep 1999	NSRIX vs NSIDX

Often Compared With NSRIX

Investors most often compare NSRIX with RODM, FDEV, DWM. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RODM	Hartford Multifactor Developed Markets (ex-US) ETF	Foreign Large Cap Equities	92	14.40%	1.63B	Feb 2015	NSRIX vs RODM
FDEV	Fidelity International Multifactor ETF	Foreign Large Cap Equities	74	9.25%	273.31M	Feb 2019	NSRIX vs FDEV
DWM	WisdomTree International Equity Fund	Foreign Large Cap Equities	66	11.07%	667.20M	Jun 2006	NSRIX vs DWM
SWMIX	Schwab International Opportunities Fund	Foreign Large Cap Equities	21	10.35%	—	Apr 2004	NSRIX vs SWMIX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	69	12.67%	14.81B	May 1997	NSRIX vs SWISX
VXUS	Vanguard Total International Stock ETF	Global Equities	71	12.75%	651.00B	Jan 2011	NSRIX vs VXUS
ESGYX	Mirova Global Sustainable Equity Fund	Global Equities	16	1.17%	—	Mar 2016	NSRIX vs ESGYX
FIGFX	Fidelity International Growth Fund	Foreign Large Cap Equities	21	7.52%	—	Nov 2007	NSRIX vs FIGFX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	78	15.72%	—	Sep 2002	NSRIX vs ARTKX
VEU	Vanguard FTSE All-World ex-US ETF	Foreign Large Cap Equities	73	13.33%	94.90B	Mar 2007	NSRIX vs VEU
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	92	15.45%	—	Aug 2000	NSRIX vs NOLVX
NCATX	Northern California Tax Exempt Fund	Municipal Bonds	65	-0.08%	—	Apr 1997	NSRIX vs NCATX
NUESX	Northern U.S. Quality ESG Fund	Quality Factor, Large Cap Blend Equities	43	8.00%	—	Oct 2017	NSRIX vs NUESX
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Equities	66	18.48%	—	Nov 2008	NSRIX vs NMMEX
NMIEX	Northern Active M International Equity Fund	Foreign Large Cap Equities	55	13.53%	—	Jun 2006	NSRIX vs NMIEX
NOIGX	Northern International Equity Fund	Foreign Large Cap Equities	79	14.08%	—	Mar 1994	NSRIX vs NOIGX
NOCBX	Northern Core Bond Fund	Intermediate Core Bond	11	-1.13%	—	Mar 2001	NSRIX vs NOCBX
NTAUX	Northern Tax-Advantaged U-S Fixed Income	Ultrashort Bond	89	0.99%	—	Jun 2009	NSRIX vs NTAUX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	Infrastructure Equities, Energy Equities	51	9.89%	—	Sep 2012	NSRIX vs NMFIX
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Equities	58	15.64%	—	Apr 2006	NSRIX vs NOEMX

Compare NSRIX with Any Fund or Stock

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

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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