Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) Alternatives
Russell Investments LifePoints Equity Growth Strategy Fund (RELVX) 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 RELVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to RELVX
RELVX charges 0.72% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among RELVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | RELVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | RELVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | RELVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | RELVX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | RELVX vs MAANX |
Best Risk-Adjusted Alternatives to RELVX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | RELVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | RELVX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | RELVX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | RELVX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | RELVX vs PMAIX |
Top Performing RELVX Alternatives (YTD)
RELVX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | RELVX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | RELVX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | RELVX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | RELVX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | RELVX vs CONWX |
Lowest Volatility Alternatives to RELVX
RELVX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | RELVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | RELVX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | RELVX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | RELVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | RELVX vs SICIX |
Lowest Drawdown Alternatives to RELVX
RELVX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | RELVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | RELVX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | RELVX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | RELVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | RELVX vs SICIX |
Other Mutual Funds from Russell
Most popular Russell mutual funds on PortfoliosLab, across asset classes.
Often Compared With RELVX
What investors most often compare with RELVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | Technology Equities | 47 | -11.14% | Mar 25, 2004 | RELVX vs VITAX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | RELVX vs SPY | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | RELVX vs TPDAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | RELVX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | RELVX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | RELVX vs WWWEX |
Compare RELVX with Any Fund or Stock
Compare RELVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.