Russell Investment Tax-Managed U.S. Mid & Small Cap Fund (RTSSX) Alternatives
Russell Investment Tax-Managed U.S. Mid & Small Cap Fund (RTSSX) belongs to the Small 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 RTSSX. 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 RTSSX
RTSSX charges 1.20% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among RTSSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | RTSSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | RTSSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | RTSSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | RTSSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | RTSSX vs VSMAX |
Best Risk-Adjusted Alternatives to RTSSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | RTSSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | RTSSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | RTSSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | RTSSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | RTSSX vs PRSVX |
Top Performing RTSSX Alternatives (YTD)
RTSSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | RTSSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | RTSSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | RTSSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | RTSSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | RTSSX vs RIVSX |
Lowest Volatility Alternatives to RTSSX
RTSSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | RTSSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | RTSSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | RTSSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | RTSSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | RTSSX vs CSMDX |
Lowest Drawdown Alternatives to RTSSX
RTSSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | RTSSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | RTSSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | RTSSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | RTSSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | RTSSX vs BOSOX |
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Often Compared With RTSSX
What investors most often compare with RTSSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 54 | 3.27% | Feb 23, 2000 | RTSSX vs DFFVX | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | RTSSX vs SPYG | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | RTSSX vs SPY | |
| Russell Investment Tax-Managed U.S. Large Cap Fund | Large Cap Blend Equities | 28 | -7.47% | Oct 7, 1996 | RTSSX vs RETSX |
Compare RTSSX with Any Fund or Stock
Compare RTSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.