Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NVLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NVLIX
NVLIX charges 0.83% annually. There are 205 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | NVLIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | NVLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NVLIX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | NVLIX vs TILIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | NVLIX vs VIGAX |
Best Risk-Adjusted Alternatives to NVLIX
NVLIX has a PortfoliosLab risk / return rank of 10. There are 280 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | NVLIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | NVLIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | NVLIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | NVLIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | NVLIX vs FZAPX |
Top Performing NVLIX Alternatives (YTD)
NVLIX is at 4.99% YTD. There are 214 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | NVLIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | NVLIX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | NVLIX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | NVLIX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | NVLIX vs GTLLX |
Lowest Volatility Alternatives to NVLIX
NVLIX has 18.24% 1-year volatility. There are 268 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | NVLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | NVLIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | NVLIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | NVLIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | NVLIX vs GQEPX |
Lowest Drawdown Alternatives to NVLIX
NVLIX has a 1-year max drawdown of -19.01%. There are 367 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NVLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NVLIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NVLIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NVLIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NVLIX vs DNVYX |
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 | |
|---|---|---|---|---|---|---|---|
| Nuveen Equity Index Fund Class I | Large Cap Blend Equities | 58 | 10.32% | — | Jul 1999 | NVLIX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 63 | 10.40% | — | Jan 2007 | NVLIX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 31 | 8.76% | — | Nov 2005 | NVLIX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 3 | 2.40% | — | Jun 2003 | NVLIX vs JQC | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 85 | 2.14% | — | Jun 1999 | NVLIX vs NHMRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock | 69 | 0.93% | — | Dec 2006 | NVLIX vs NPSRX | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 27 | 5.21% | — | Mar 2006 | NVLIX vs NSBRX | |
| Nuveen Flexible Income Fund | Diversified Portfolio | 96 | 5.34% | — | Dec 2009 | NVLIX vs NWQIX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 88 | 1.83% | — | Jan 2013 | NVLIX vs NVHIX | |
| Nuveen Municipal Credit Income Fund | Municipal Bonds | 31 | 1.26% | — | Mar 2001 | NVLIX vs NZF |
Often Compared With NVLIX
Investors most often compare NVLIX with ESGV, SPY, AMAGX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare NVLIX with Any Fund or Stock
Compare NVLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NVLIX with funds that move differently
Nuveen Winslow Large-Cap Growth ESG Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NVLIX.
Explore NVLIX Diversifiers