Northern U.S. Quality ESG Fund (NUESX) Alternatives
Northern U.S. Quality ESG Fund (NUESX) belongs to the Large 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 NUESX. 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 NUESX
NUESX charges 0.39% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among NUESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | NUESX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | NUESX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | NUESX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | NUESX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | NUESX vs SSEYX |
Best Risk-Adjusted Alternatives to NUESX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | NUESX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | NUESX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | NUESX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | NUESX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | NUESX vs DHAMX |
Top Performing NUESX Alternatives (YTD)
NUESX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | NUESX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | NUESX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | NUESX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | NUESX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | NUESX vs RCKSX |
Lowest Volatility Alternatives to NUESX
NUESX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | NUESX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | NUESX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | NUESX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | NUESX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | NUESX vs QUERX |
Lowest Drawdown Alternatives to NUESX
NUESX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | NUESX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | NUESX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | NUESX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | NUESX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | NUESX vs GQEIX |
Other Mutual Funds from Northern Funds
Most popular Northern Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | NUESX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 40 | -7.06% | Oct 7, 1996 | NUESX vs NOSIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 59 | -1.88% | Mar 22, 2005 | NUESX vs NOINX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | -7.28% | Mar 4, 2008 | NUESX vs NSRIX | |
| Northern Small Cap Value Fund | Small Cap Value Equities | 49 | 2.19% | Mar 31, 1994 | NUESX vs NOSGX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 40 | -0.95% | Sep 30, 1999 | NUESX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 58 | -6.06% | Dec 16, 2005 | NUESX vs NOLCX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | -0.85% | Dec 31, 1998 | NUESX vs NHFIX | |
| Northern Bond Index Fund | Intermediate Core Bond | 51 | -0.24% | Feb 27, 2007 | NUESX vs NOBOX | |
| Northern Tax-Advantaged U-S Fixed Income | Ultrashort Bond | 97 | 0.57% | Jun 18, 2009 | NUESX vs NTAUX |
Often Compared With NUESX
What investors most often compare with NUESX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | NUESX vs SWPPX | |
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | NUESX vs VYM | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | NUESX vs VFIAX | |
| Northern Core Bond Fund | Intermediate Core Bond | 55 | -0.20% | Mar 29, 2001 | NUESX vs NOCBX | |
| State Street Equity 500 Index Fund Class K | Large Cap Blend Equities | 46 | -7.05% | Sep 17, 2014 | NUESX vs SSSYX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | NUESX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | NUESX vs PAGDX |
Compare NUESX with Any Fund or Stock
Compare NUESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.