Russell Investment Tax-Managed U.S. Large Cap Fund (RETSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RETSX
RETSX charges 0.92% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among RETSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | RETSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | RETSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | RETSX vs SSSYX |
Best Risk-Adjusted Alternatives to RETSX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | RETSX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | RETSX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | RETSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | RETSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | RETSX vs DHAMX |
Top Performing RETSX Alternatives (YTD)
RETSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | RETSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | RETSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | RETSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | RETSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | RETSX vs RCKSX |
Lowest Volatility Alternatives to RETSX
RETSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | RETSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | RETSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | RETSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | RETSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | RETSX vs QUERX |
Lowest Drawdown Alternatives to RETSX
RETSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | RETSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | RETSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | RETSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | RETSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | RETSX vs GQEIX |
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Often Compared With RETSX
What investors most often compare with RETSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | RETSX vs VYM | |
| Vanguard Large-Cap ETF | Large Cap Growth Equities | 64 | -4.79% | Jan 27, 2004 | RETSX vs VV | |
| American Funds The Growth Fund of America Class A | Large Cap Growth Equities | 29 | -11.22% | Dec 1, 1973 | RETSX vs AGTHX | |
| Russell Investment Tax-Managed U.S. Mid & Small Ca... | Small Cap Blend Equities | 27 | -1.59% | Nov 30, 1999 | RETSX vs RTSSX | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | RETSX vs IVV | |
| Russell Investment Tax-Managed International Equit... | Foreign Large Cap Equities | 63 | -2.71% | Jun 1, 2015 | RETSX vs RTNAX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | RETSX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | RETSX vs SSEYX |
Compare RETSX with Any Fund or Stock
Compare RETSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.