Russell Investment Tax-Managed Real Assets Fund (RTXAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RTXAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RTXAX
RTXAX charges 1.33% annually. There are 217 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | RTXAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | RTXAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | RTXAX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | RTXAX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | RTXAX vs UCEQX |
Best Risk-Adjusted Alternatives to RTXAX
RTXAX has a PortfoliosLab risk / return rank of 93. There are 10 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | RTXAX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | RTXAX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | RTXAX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | RTXAX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | RTXAX vs EPSYX |
Top Performing RTXAX Alternatives (YTD)
RTXAX is at 17.12% YTD. There are 14 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | RTXAX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | RTXAX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | RTXAX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | RTXAX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | RTXAX vs PGVFX |
Lowest Volatility Alternatives to RTXAX
RTXAX has 10.82% 1-year volatility. There are 24 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | RTXAX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | RTXAX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | RTXAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | RTXAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | RTXAX vs SVTAX |
Lowest Drawdown Alternatives to RTXAX
RTXAX has a 1-year max drawdown of -5.21%. There are 2 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | RTXAX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | RTXAX vs MBXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | RTXAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | RTXAX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | RTXAX vs SVTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With RTXAX
Investors most often compare RTXAX with FGIAX, MEGI, PORTX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare RTXAX with Any Fund or Stock
Compare RTXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RTXAX with funds that move differently
Russell Investment Tax-Managed Real Assets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RTXAX.
Explore RTXAX Diversifiers