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 209 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | NVLIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NVLIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | NVLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | NVLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | NVLIX vs TILIX |
Best Risk-Adjusted Alternatives to NVLIX
NVLIX has a PortfoliosLab risk / return rank of 19. There are 298 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | NVLIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | NVLIX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | NVLIX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | NVLIX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | NVLIX vs POGRX |
Top Performing NVLIX Alternatives (YTD)
NVLIX is at 9.51% YTD. There are 197 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | NVLIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | NVLIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | NVLIX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | NVLIX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | NVLIX vs FOKFX |
Lowest Volatility Alternatives to NVLIX
NVLIX has 16.07% 1-year volatility. There are 256 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | NVLIX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | NVLIX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | NVLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | NVLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | NVLIX vs AWYIX |
Lowest Drawdown Alternatives to NVLIX
NVLIX has a 1-year max drawdown of -19.01%. There are 371 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | NVLIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NVLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NVLIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | NVLIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NVLIX vs AQEIX |
Other Mutual Funds from Nuveen
The 10 most viewed Nuveen mutual funds shown here include QQQX, SPXX, NHMRX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | 11.82% | — | Jan 2007 | NVLIX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | NVLIX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.18% | — | Jun 1999 | NVLIX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 4 | 0.73% | — | Jun 2003 | NVLIX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 18 | 3.56% | — | Mar 2006 | NVLIX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 76 | 0.72% | — | Dec 2006 | NVLIX vs NPSRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 70 | 17.58% | — | Dec 1987 | NVLIX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 62 | 1.93% | — | Jan 2013 | NVLIX vs NVHIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 57 | 8.22% | — | Dec 2008 | NVLIX vs NELIX | |
| Nuveen Municipal Credit Income Fund | Municipal Bonds | 26 | 2.37% | — | Mar 2001 | NVLIX vs NZF |
Often Compared With NVLIX
Investors most often compare NVLIX with ESGV, SPY, FDGRX. These 20 comparison targets span 12 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