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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RBLVX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | RBLVX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | RBLVX vs VTMFX |
Best Risk-Adjusted Alternatives to RBLVX
RBLVX has a PortfoliosLab risk / return rank of 63. There are 242 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | RBLVX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | RBLVX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | RBLVX vs AYBLX |
Top Performing RBLVX Alternatives (YTD)
RBLVX is at 6.89% YTD. There are 241 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | RBLVX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | RBLVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | RBLVX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | RBLVX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | RBLVX vs SMIFX |
Lowest Volatility Alternatives to RBLVX
RBLVX has 8.19% 1-year volatility. There are 222 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | RBLVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | RBLVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | RBLVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RBLVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | RBLVX vs CSTAX |
Lowest Drawdown Alternatives to RBLVX
RBLVX has a 1-year max drawdown of -6.77%. There are 328 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | RBLVX vs FSRKX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGIYX and span 8 categories.
Often Compared With RBLVX
Investors most often compare RBLVX with FCSRX, BLNDX, FIQDX. These 11 comparison targets span 2 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