Lazard Real Assets Portfolio (RALIX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RALIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RALIX
RALIX charges 0.80% annually. There are 29 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | RALIX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | RALIX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | RALIX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | RALIX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | RALIX vs JNSMX |
Best Risk-Adjusted Alternatives to RALIX
RALIX has a PortfoliosLab risk / return rank of 82. There are 18 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | RALIX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | RALIX vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | RALIX vs PDSYX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | RALIX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | RALIX vs GBMFX |
Top Performing RALIX Alternatives (YTD)
RALIX is at 11.85% YTD. There are 12 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | RALIX vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | RALIX vs CGO | |
| Calamos Global Opportunities Fund | 16.09% | — | Sep 1996 | RALIX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 16.05% | — | Dec 2002 | RALIX vs TIBAX | |
| Leuthold Global Fund | 13.98% | — | Apr 2008 | RALIX vs GLBIX |
Lowest Volatility Alternatives to RALIX
RALIX has 9.07% 1-year volatility. There are 37 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | RALIX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | RALIX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | RALIX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | RALIX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.93% | — | Dec 2011 | RALIX vs PMFYX |
Lowest Drawdown Alternatives to RALIX
RALIX has a 1-year max drawdown of -5.46%. There are 13 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | RALIX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | RALIX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | RALIX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | RALIX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | RALIX vs MSTGX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 6 categories.
Often Compared With RALIX
Investors most often compare RALIX with VNQ, SPY, LDMIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RALIX with Any Fund or Stock
Compare RALIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RALIX with funds that move differently
Lazard Real Assets Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RALIX.
Explore RALIX Diversifiers