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 215 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 | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | RTXAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | RTXAX vs VTWAX |
Best Risk-Adjusted Alternatives to RTXAX
RTXAX has a PortfoliosLab risk / return rank of 80. There are 31 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | RTXAX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | RTXAX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | RTXAX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | RTXAX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | RTXAX vs JGYIX |
Top Performing RTXAX Alternatives (YTD)
RTXAX is at 15.17% YTD. There are 48 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | RTXAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | RTXAX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | RTXAX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | RTXAX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | RTXAX vs FIQOX |
Lowest Volatility Alternatives to RTXAX
RTXAX has 11.07% 1-year volatility. There are 26 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | RTXAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | RTXAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | RTXAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | RTXAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | RTXAX vs SGMAX |
Lowest Drawdown Alternatives to RTXAX
RTXAX has a 1-year max drawdown of -5.21%. No mutual funds in the Global Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -5.76%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | RTXAX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | RTXAX vs SVTAX | |
| Nuveen Global Infrastructure Fund Class A | -6.04% | — | Dec 2007 | RTXAX vs FGIAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | RTXAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | RTXAX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | RTXAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | RTXAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | RTXAX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | RTXAX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | RTXAX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | RTXAX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | RTXAX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | RTXAX vs FFANX |
Often Compared With RTXAX
Investors most often compare RTXAX with MEGI, PORTX, APFDX. These 20 comparison targets span 2 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