Russell Investment Tax-Managed U.S. Large Cap Fund (RETSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RETSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RETSX
RETSX charges 0.92% annually. There are 277 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | RETSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | RETSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | RETSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | RETSX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | RETSX vs SWPPX |
Best Risk-Adjusted Alternatives to RETSX
RETSX has a PortfoliosLab risk / return rank of 53. There are 243 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | RETSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | RETSX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | RETSX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | RETSX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | RETSX vs GTLOX |
Top Performing RETSX Alternatives (YTD)
RETSX is at 9.76% YTD. There are 240 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | RETSX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | RETSX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | RETSX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | RETSX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | RETSX vs IGIAX |
Lowest Volatility Alternatives to RETSX
RETSX has 11.71% 1-year volatility. There are 98 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | RETSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | RETSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | RETSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | RETSX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | RETSX vs FULVX |
Lowest Drawdown Alternatives to RETSX
RETSX has a 1-year max drawdown of -9.29%. There are 213 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | RETSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | RETSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | RETSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | RETSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | RETSX vs QUERX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | RETSX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | RETSX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | RETSX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | RETSX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | RETSX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | RETSX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | RETSX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | RETSX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | RETSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | RETSX vs ASFYX |
Often Compared With RETSX
Investors most often compare RETSX with VYM, AGTHX, VV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare RETSX with Any Fund or Stock
Compare RETSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RETSX with funds that move differently
Russell Investment Tax-Managed U.S. Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RETSX.
Explore RETSX Diversifiers