Russell Investments LifePoints Conservative Strategy Fund (RCLVX) 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 RCLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RCLVX
RCLVX charges 0.67% annually. There are 286 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 | RCLVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RCLVX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | RCLVX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RCLVX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | RCLVX vs VTMFX |
Best Risk-Adjusted Alternatives to RCLVX
RCLVX has a PortfoliosLab risk / return rank of 50. There are 363 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 | RCLVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | RCLVX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | RCLVX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | RCLVX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | RCLVX vs AOBLX |
Top Performing RCLVX Alternatives (YTD)
RCLVX is at 2.59% YTD. There are 512 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | RCLVX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | RCLVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | RCLVX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | RCLVX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | RCLVX vs TIBIX |
Lowest Volatility Alternatives to RCLVX
RCLVX has 4.29% 1-year volatility. There are 12 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 | RCLVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | RCLVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | RCLVX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RCLVX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | RCLVX vs CSTAX |
Lowest Drawdown Alternatives to RCLVX
RCLVX has a 1-year max drawdown of -3.81%. There are 39 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 | RCLVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RCLVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RCLVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RCLVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RCLVX vs CSTAX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGEAX and span 8 categories.
Often Compared With RCLVX
Investors most often compare RCLVX with REAYX, SIFAX, RELVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RCLVX with Any Fund or Stock
Compare RCLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RCLVX with funds that move differently
Russell Investments LifePoints Conservative Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RCLVX.
Explore RCLVX Diversifiers