Russell Investments LifePoints Moderate Strategy Fund (RMLVX) 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 RMLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RMLVX
RMLVX charges 0.74% annually. There are 323 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 | RMLVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | RMLVX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | RMLVX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | RMLVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | RMLVX vs BWBIX |
Best Risk-Adjusted Alternatives to RMLVX
RMLVX has a PortfoliosLab risk / return rank of 61. There are 304 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 | RMLVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | RMLVX vs TIBIX | |
| Davis Appreciation & Income Fund | 97 | — | Apr 1992 | RMLVX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | RMLVX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | RMLVX vs AYBLX |
Top Performing RMLVX Alternatives (YTD)
RMLVX is at 5.11% YTD. There are 411 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.44% | — | Jan 1998 | RMLVX vs EKBAX | |
| ICON Equity Income Fund | 20.32% | — | May 2004 | RMLVX vs IOEZX | |
| Greenspring Fund | 18.97% | — | Jun 1983 | RMLVX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.62% | — | Dec 2002 | RMLVX vs TIBIX | |
| Disciplined Growth Investors Fund | 17.68% | — | Aug 2011 | RMLVX vs DGIFX |
Lowest Volatility Alternatives to RMLVX
RMLVX has 6.28% 1-year volatility. There are 116 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 | RMLVX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | RMLVX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.92% | — | Apr 2012 | RMLVX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | RMLVX vs AVEFX | |
| American Funds College 2027 Fund | 3.08% | — | Sep 2012 | RMLVX vs CSTAX |
Lowest Drawdown Alternatives to RMLVX
RMLVX has a 1-year max drawdown of -5.28%. There are 160 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 | RMLVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | RMLVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | RMLVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | RMLVX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | RMLVX 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 RMLVX
Investors most often compare RMLVX with FSRTX, FSRRX, RELVX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RMLVX with Any Fund or Stock
Compare RMLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMLVX with funds that move differently
Russell Investments LifePoints Moderate Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMLVX.
Explore RMLVX Diversifiers