Russell Investments LifePoints Balanced Strategy Fund (RBLVX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RBLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RBLVX
RBLVX charges 0.76% annually. There are 329 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | RBLVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RBLVX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | RBLVX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RBLVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | RBLVX vs BWBIX |
Best Risk-Adjusted Alternatives to RBLVX
RBLVX has a PortfoliosLab risk / return rank of 67. There are 200 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | RBLVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RBLVX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | RBLVX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | RBLVX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | RBLVX vs FSRRX |
Top Performing RBLVX Alternatives (YTD)
RBLVX is at 6.99% YTD. There are 237 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | RBLVX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | RBLVX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | RBLVX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | RBLVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | RBLVX vs MHELX |
Lowest Volatility Alternatives to RBLVX
RBLVX has 8.36% 1-year volatility. There are 231 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | RBLVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | RBLVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | RBLVX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | RBLVX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | RBLVX vs CSTAX |
Lowest Drawdown Alternatives to RBLVX
RBLVX has a 1-year max drawdown of -6.77%. There are 326 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | RBLVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RBLVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RBLVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RBLVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RBLVX vs CSTAX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGIYX and span 10 categories.
Often Compared With RBLVX
Investors most often compare RBLVX with BLNDX, FCSRX, RELVX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RBLVX with Any Fund or Stock
Compare RBLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RBLVX with funds that move differently
Russell Investments LifePoints Balanced Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RBLVX.
Explore RBLVX Diversifiers