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 203 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% | 4.90B | Dec 2017 | NVLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NVLIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | NVLIX vs VIGAX |
Best Risk-Adjusted Alternatives to NVLIX
NVLIX has a PortfoliosLab risk / return rank of 10. There are 312 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | NVLIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | NVLIX vs POGRX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | NVLIX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | NVLIX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | NVLIX vs CHASX |
Top Performing NVLIX Alternatives (YTD)
NVLIX is at 4.33% YTD. There are 219 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | NVLIX vs ONERX | |
| Catalyst Dynamic Alpha Fund | 29.48% | — | Dec 2011 | NVLIX vs CPEAX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | NVLIX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | NVLIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | NVLIX vs FUMIX |
Lowest Volatility Alternatives to NVLIX
NVLIX has 17.42% 1-year volatility. There are 270 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | NVLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | NVLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | NVLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | NVLIX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | NVLIX vs BLUEX |
Lowest Drawdown Alternatives to NVLIX
NVLIX has a 1-year max drawdown of -19.01%. There are 365 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 | 51 | 8.62% | — | Jul 1999 | NVLIX vs TIEIX | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed | 37 | 5.00% | — | Jan 2007 | NVLIX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.96% | — | Nov 2005 | NVLIX vs SPXX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 61 | 3.32% | — | Jun 1999 | NVLIX vs NHMRX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 5 | 2.62% | — | Jun 2003 | NVLIX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 12 | 0.93% | — | Mar 2006 | NVLIX vs NSBRX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 73 | 0.53% | — | Dec 2006 | NVLIX vs NPSRX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 65 | 1.93% | — | Jan 2013 | NVLIX vs NVHIX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 79 | 19.98% | — | Dec 1987 | NVLIX vs FASEX | |
| Nuveen Equity Long/Short Fund | Long-Short | 50 | 7.25% | — | Dec 2008 | NVLIX vs NELIX |
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