RTNAX Alternatives & Similar Mutual Funds

Russell Investment Tax-Managed International Equity Fund (RTNAX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RTNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RTNAX

RTNAX charges 1.29% annually. There are 379 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019	RTNAX vs FSOSX
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009	RTNAX vs FIGSX
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009	RTNAX vs FSGEX
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009	RTNAX vs FINVX
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018	RTNAX vs FHLFX

Best Risk-Adjusted Alternatives to RTNAX

RTNAX has a PortfoliosLab risk / return rank of 42. There are 136 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
THOIX	Thornburg Global Opportunities Fund	94	—	Jul 2006	RTNAX vs THOIX
TIVFX	American Beacon Tocqueville International Value Fu...	93	—	Aug 1994	RTNAX vs TIVFX
SWRLX	Touchstone International Equity Fund	91	—	Mar 1993	RTNAX vs SWRLX
DCINX	Dunham International Stock Fund	91	—	Dec 2004	RTNAX vs DCINX
DFWVX	DFA World ex U.S. Value Portfolio Fund	88	—	Aug 2010	RTNAX vs DFWVX

Top Performing RTNAX Alternatives (YTD)

RTNAX is at 12.24% YTD. There are 141 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.

Symbol	Name	YTD Return	AUM	Inception
TIVFX	American Beacon Tocqueville International Value Fu...	35.17%	—	Aug 1994	RTNAX vs TIVFX
CIGIX	Calamos International Growth Fund	34.54%	—	Mar 2005	RTNAX vs CIGIX
LIAGX	Lord Abbett International Growth Fund	27.78%	—	Jun 2021	RTNAX vs LIAGX
FISZX	Fidelity SAI International SMA Completion Fund	27.01%	—	Apr 2019	RTNAX vs FISZX
DCINX	Dunham International Stock Fund	26.35%	—	Dec 2004	RTNAX vs DCINX

Lowest Volatility Alternatives to RTNAX

RTNAX has 13.85% 1-year volatility. There are 103 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.

Symbol	Name	Volatility 1Y	AUM	Inception
FAOCX	Fidelity Advisor Overseas Fund Class C	9.17%	—	Nov 1997	RTNAX vs FAOCX
FAOSX	Fidelity Advisor Overseas Fund Class Z	9.18%	—	Feb 2017	RTNAX vs FAOSX
FAOAX	Fidelity Advisor Overseas Fund Class A	9.18%	—	Sep 1996	RTNAX vs FAOAX
FAERX	Fidelity Advisor Overseas Fund Class M	9.19%	—	Apr 1990	RTNAX vs FAERX
FAOIX	Fidelity Advisor Overseas Fund Class I	9.20%	—	Jul 1995	RTNAX vs FAOIX

Lowest Drawdown Alternatives to RTNAX

RTNAX has a 1-year max drawdown of -12.18%. There are 256 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RWIIX	Redwood AlphaFactor Tactical International Fund	-6.94%	—	Nov 2017	RTNAX vs RWIIX
IVFIX	Federated Hermes International Strategic Value Div...	-6.97%	—	Jun 2008	RTNAX vs IVFIX
FAOSX	Fidelity Advisor Overseas Fund Class Z	-7.26%	—	Feb 2017	RTNAX vs FAOSX
FAOIX	Fidelity Advisor Overseas Fund Class I	-7.28%	—	Jul 1995	RTNAX vs FAOIX
FAERX	Fidelity Advisor Overseas Fund Class M	-7.29%	—	Apr 1990	RTNAX vs FAERX

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
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	RTNAX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	RTNAX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	RTNAX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	RTNAX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	RTNAX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	RTNAX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	RTNAX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	RTNAX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	RTNAX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	RTNAX vs ASFYX

Often Compared With RTNAX

Investors most often compare RTNAX with MSFT, SPY, RETSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MSFT	Microsoft Corporation		29	-11.24%	—	—	RTNAX vs MSFT
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	RTNAX vs SPY
RETSX	Russell Investment Tax-Managed U.S. Large Cap Fund	Large Cap Blend Equities	53	9.76%	—	Oct 1996	RTNAX vs RETSX
TBGVX	Tweedy, Browne International Value Fund	Foreign Large Cap Equities	38	10.01%	—	Jun 1993	RTNAX vs TBGVX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	22	0.25%	—	Aug 2005	RTNAX vs BDJ
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	87	13.98%	—	Jan 2014	RTNAX vs EPDIX
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	—	—	—	Jul 2012	RTNAX vs ANDIX
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	81	9.82%	—	Jun 2015	RTNAX vs KGIIX
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	87	13.86%	—	Jan 2014	RTNAX vs EPDPX
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	88	14.34%	—	Jul 1998	RTNAX vs GTMIX
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	81	14.61%	—	Sep 2011	RTNAX vs PTSIX
SIMYX	SEI Institutional Managed Trust Tax-Managed Intern...	Foreign Large Cap Equities	26	6.18%	—	Oct 2016	RTNAX vs SIMYX
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.45%	—	Dec 2016	RTNAX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	19	6.39%	—	Dec 2016	RTNAX vs GSINX
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	84	15.07%	—	Jun 2015	RTNAX vs PZRIX
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	86	21.53%	5.14B	Apr 2007	RTNAX vs SFNNX
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	58	13.80%	—	Jun 2015	RTNAX vs PPYPX
FSKLX	Fidelity SAI International Low Volatility Index Fu...	Foreign Large Cap Equities	9	3.96%	—	May 2015	RTNAX vs FSKLX
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	25	6.21%	—	Jun 2021	RTNAX vs GQJPX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	42	13.73%	—	Dec 1995	RTNAX vs ARTIX

Compare RTNAX with Any Fund or Stock

Compare RTNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair RTNAX with funds that move differently

Russell Investment Tax-Managed International Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RTNAX.

Explore RTNAX Diversifiers

Russell Investment Tax-Managed International Equity Fund (RTNAX) Alternatives