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 312 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RELVX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | RELVX vs FYMIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | RELVX vs VTMFX |
Best Risk-Adjusted Alternatives to RELVX
RELVX has a PortfoliosLab risk / return rank of 64. There are 234 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 | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | RELVX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | RELVX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | RELVX vs AYBLX |
Top Performing RELVX Alternatives (YTD)
RELVX is at 10.07% YTD. There are 95 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 | RELVX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | RELVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | RELVX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | RELVX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | RELVX vs SMIFX |
Lowest Volatility Alternatives to RELVX
RELVX has 11.29% 1-year volatility. There are 454 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 | RELVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | RELVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | RELVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | RELVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | RELVX vs CSTAX |
Lowest Drawdown Alternatives to RELVX
RELVX has a 1-year max drawdown of -8.77%. There are 482 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | RELVX 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 RELVX
Investors most often compare RELVX with VITAX, SPY, PUDZX. These 20 comparison targets span 11 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