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 | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | NUGIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | NUGIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | NUGIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | NUGIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | NUGIX vs UCEQX |
Best Risk-Adjusted Alternatives to NUGIX
NUGIX has a PortfoliosLab risk / return rank of 20. There are 183 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | NUGIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | NUGIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | NUGIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | NUGIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | NUGIX vs PGVFX |
Top Performing NUGIX Alternatives (YTD)
NUGIX is at 5.63% YTD. There are 201 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | NUGIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | NUGIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | NUGIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | NUGIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | NUGIX vs YFSNX |
Lowest Volatility Alternatives to NUGIX
NUGIX has 10.86% 1-year volatility. There are 23 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | NUGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | NUGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | NUGIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | NUGIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | 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 | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | NUGIX vs CSUAX | |
| 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, TILIX and span 11 categories.
Often Compared With NUGIX
Investors most often compare NUGIX with DIVD, ACWI, FCNTX. These 20 comparison targets span 5 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