NUGIX Alternatives & Similar Mutual Funds

Nuveen Global Dividend Growth Fund (NUGIX) 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 NUGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NUGIX

NUGIX charges 0.89% annually. There are 90 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	NUGIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	NUGIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	NUGIX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	NUGIX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	NUGIX vs VTWAX

Best Risk-Adjusted Alternatives to NUGIX

NUGIX has a PortfoliosLab risk / return rank of 21. There are 183 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	NUGIX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	NUGIX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	NUGIX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	NUGIX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	NUGIX vs JGYIX

Top Performing NUGIX Alternatives (YTD)

NUGIX is at 3.56% YTD. There are 204 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	NUGIX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	NUGIX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	NUGIX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	NUGIX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	NUGIX vs FIQOX

Lowest Volatility Alternatives to NUGIX

NUGIX has 10.90% 1-year volatility. There are 25 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	NUGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	NUGIX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	NUGIX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	NUGIX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	NUGIX vs SGMAX

Lowest Drawdown Alternatives to NUGIX

NUGIX has a 1-year max drawdown of -8.59%. There are 34 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	NUGIX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	NUGIX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	NUGIX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	NUGIX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	NUGIX vs SVTAX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, SPXX and span 12 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	63	10.07%	—	Jul 1999	NUGIX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	50	7.43%	—	Jan 2007	NUGIX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	15	3.44%	—	Nov 2005	NUGIX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	61	3.32%	—	Jun 1999	NUGIX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	5	2.20%	—	Jun 2003	NUGIX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	15	1.69%	—	Mar 2006	NUGIX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	0.60%	—	Dec 2006	NUGIX vs NPSRX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	65	2.04%	—	Jan 2013	NUGIX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	14	6.96%	—	May 2009	NUGIX vs NVLIX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	82	20.50%	—	Dec 1987	NUGIX vs FASEX

Often Compared With NUGIX

Investors most often compare NUGIX with DIVD, ACWI, FCNTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DIVD	Altrius Global Dividend ETF	Global Equities	73	11.73%	16.88M	Sep 2022	NUGIX vs DIVD
ACWI	iShares MSCI ACWI ETF	Global Equities	58	9.86%	32.95B	Mar 2008	NUGIX vs ACWI
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	8.62%	176.32B	May 1967	NUGIX vs FCNTX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	28	1.35%	59.17B	Dec 2009	NUGIX vs SCHG
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	7	4.25%	—	Mar 2019	NUGIX vs GQRIX
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	NUGIX vs ARTHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	34	8.80%	—	—	NUGIX vs GLIFX
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	29	6.50%	—	Jun 2021	NUGIX vs GQFPX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	60	8.59%	—	Dec 2008	NUGIX vs NELIX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	25	4.27%	—	May 2011	NUGIX vs GAOAX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	86	11.36%	—	Sep 1996	NUGIX vs FMIEX
FARCX	Nuveen Real Estate Securities Fund	REIT	27	14.50%	—	Jun 1995	NUGIX vs FARCX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	NUGIX vs VGPMX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	48	11.69%	—	Dec 2007	NUGIX vs FGIAX
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	7	4.15%	—	Mar 2019	NUGIX vs GQRPX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	20	2.20%	—	Dec 2013	NUGIX vs MVGIX
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	82	18.53%	—	May 2007	NUGIX vs CAEIX
SGSCX	DWS Global Small Cap Fund	Global Equities	87	21.49%	—	Sep 1991	NUGIX vs SGSCX
GCCHX	GMO Climate Change Fund	Global Equities	88	20.11%	—	Apr 2017	NUGIX vs GCCHX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	90	17.78%	—	Aug 1994	NUGIX vs MDGCX

Compare NUGIX with Any Fund or Stock

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

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Diversifiers

Pair NUGIX with funds that move differently

Nuveen Global Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NUGIX.

Explore NUGIX Diversifiers

Nuveen Global Dividend Growth Fund (NUGIX) Alternatives