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 89 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 | NUGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | NUGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | NUGIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | NUGIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | NUGIX vs VTWAX |
Best Risk-Adjusted Alternatives to NUGIX
NUGIX has a PortfoliosLab risk / return rank of 44. There are 123 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | NUGIX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | NUGIX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | NUGIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | NUGIX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | NUGIX vs PGVFX |
Top Performing NUGIX Alternatives (YTD)
NUGIX is at 8.29% YTD. There are 159 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | NUGIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | NUGIX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | NUGIX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | NUGIX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | NUGIX vs EPSYX |
Lowest Volatility Alternatives to NUGIX
NUGIX has 10.99% 1-year volatility. There are 29 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | NUGIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | NUGIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | NUGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | NUGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | NUGIX vs SVTAX |
Lowest Drawdown Alternatives to NUGIX
NUGIX has a 1-year max drawdown of -8.59%. There are 35 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 | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | NUGIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | NUGIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | NUGIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | NUGIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | NUGIX vs SGMAX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 63 | 9.70% | — | Jul 1999 | NUGIX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 58 | 8.38% | — | Jan 2007 | NUGIX vs QQQX | |
| Nuveen Large Cap Growth Index Fund R6 Class | Large Cap Growth Equities | 12 | -0.33% | — | Oct 2002 | NUGIX vs TILIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 24 | 6.80% | — | Nov 2005 | NUGIX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 1.97% | — | Jun 2003 | NUGIX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 89 | 1.87% | — | Jun 1999 | NUGIX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 73 | 0.35% | — | Dec 2006 | NUGIX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 30 | 5.28% | — | Mar 2006 | NUGIX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 4.79% | — | Dec 2009 | NUGIX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 91 | 1.56% | — | Jan 2013 | NUGIX vs NVHIX |
Often Compared With NUGIX
Investors most often compare NUGIX with DIVD, FCNTX, ACWI. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare NUGIX with Any Fund or Stock
Compare NUGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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