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 a closer substitute for your current allocation.
Cheapest Alternatives to RELVX
RELVX charges 0.72% annually. There are 313 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 | RELVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RELVX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | RELVX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RELVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | RELVX vs BWBIX |
Best Risk-Adjusted Alternatives to RELVX
RELVX has a PortfoliosLab risk / return rank of 71. There are 152 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 | RELVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RELVX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | RELVX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | RELVX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | RELVX vs FSRRX |
Top Performing RELVX Alternatives (YTD)
RELVX is at 10.61% YTD. There are 53 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 | RELVX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | RELVX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | RELVX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | RELVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | RELVX vs MHELX |
Lowest Volatility Alternatives to RELVX
RELVX has 11.57% 1-year volatility. There are 453 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 | RELVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | RELVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | RELVX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | RELVX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | RELVX vs CSTAX |
Lowest Drawdown Alternatives to RELVX
RELVX has a 1-year max drawdown of -8.77%. There are 478 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 | RELVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RELVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RELVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RELVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RELVX 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 RELVX
Investors most often compare RELVX with VITAX, SPY, RRESX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare RELVX with Any Fund or Stock
Compare RELVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RELVX with funds that move differently
Russell Investments LifePoints Equity Growth Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RELVX.
Explore RELVX Diversifiers