Nuveen Global Dividend Growth Fund (NUGIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to NUGIX

NUGIX charges 0.89% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among NUGIX alternatives.

Symbol	Name	Expense Ratio	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	Nov 25, 1996	NUGIX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	Jun 15, 2005	NUGIX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	Sep 17, 2014	NUGIX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	Jun 7, 2012	NUGIX vs UCEQX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	Dec 12, 2013	NUGIX vs VMNVX

Best Risk-Adjusted Alternatives to NUGIX

Among mutual funds in the Global 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
VGPMX	Vanguard Global Capital Cycles Fund	97	May 23, 1984	NUGIX vs VGPMX
CAEIX	Calvert Global Energy Solutions Fund	94	May 30, 2007	NUGIX vs CAEIX
GCCHX	GMO Climate Change Fund	94	Apr 4, 2017	NUGIX vs GCCHX
ARTHX	Artisan Global Equity Fund	93	Mar 28, 2010	NUGIX vs ARTHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	93	—	NUGIX vs GLIFX

Top Performing NUGIX Alternatives (YTD)

NUGIX alternatives from the Global Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	11.49%	Jun 9, 2019	NUGIX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	9.67%	Jun 29, 2021	NUGIX vs GQFPX
FGIAX	Nuveen Global Infrastructure Fund Class A	9.53%	Dec 17, 2007	NUGIX vs FGIAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	8.35%	Aug 28, 2017	NUGIX vs CSUAX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	7.75%	Mar 29, 2019	NUGIX vs GQRIX

Lowest Volatility Alternatives to NUGIX

NUGIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	8.85%	Sep 4, 1990	NUGIX vs MFWIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	10.02%	Dec 12, 2013	NUGIX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	10.05%	Dec 12, 2013	NUGIX vs VMNVX
MVGIX	MFS Low Volatility Global Equity Fund	10.51%	Dec 4, 2013	NUGIX vs MVGIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	10.71%	—	NUGIX vs GLIFX

Lowest Drawdown Alternatives to NUGIX

NUGIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	-6.85%	Sep 4, 1990	NUGIX vs MFWIX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	-7.93%	Dec 12, 2013	NUGIX vs VMNVX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	-7.96%	Dec 12, 2013	NUGIX vs VMVFX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-7.98%	Aug 28, 2017	NUGIX vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	-8.29%	Dec 17, 2007	NUGIX vs FGIAX

Other Mutual Funds from Nuveen

Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	71	-4.39%	Jan 30, 2007	NUGIX vs QQQX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	9	-9.14%	Nov 23, 2005	NUGIX vs SPXX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	9	0.13%	Jun 26, 2003	NUGIX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	23	-4.17%	Mar 28, 2006	NUGIX vs NSBRX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	15	-0.75%	Jun 6, 1999	NUGIX vs NHMRX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	49	2.64%	Dec 22, 1987	NUGIX vs FASEX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	28	-0.04%	Jan 31, 2013	NUGIX vs NVHIX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	11	-14.74%	May 15, 2009	NUGIX vs NVLIX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	47	-4.35%	Dec 29, 2008	NUGIX vs NELIX
FARCX	Nuveen Real Estate Securities Fund	REIT	13	2.69%	Jun 30, 1995	NUGIX vs FARCX

Often Compared With NUGIX

What investors most often compare with NUGIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
DIVD	Altrius Global Dividend ETF	Global Equities	80	7.05%	Sep 29, 2022	NUGIX vs DIVD
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	NUGIX vs FCNTX
ACWI	iShares MSCI ACWI ETF	Large Cap Growth Equities	75	-2.21%	Mar 26, 2008	NUGIX vs ACWI
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	NUGIX vs SCHG
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	92	6.04%	Sep 25, 1996	NUGIX vs FMIEX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	90	-1.95%	Dec 18, 2006	NUGIX vs NPSRX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	30	-5.28%	May 31, 2011	NUGIX vs GAOAX

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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Nuveen Global Dividend Growth Fund

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