Russell Investment Tax-Managed Real Assets Fund (RTXAX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to RTXAX

RTXAX charges 1.33% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among RTXAX alternatives.

Symbol	Name	Expense Ratio	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	Nov 25, 1996	RTXAX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	Jun 15, 2005	RTXAX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	Sep 17, 2014	RTXAX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	Jun 7, 2012	RTXAX vs UCEQX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	0.14%	Dec 12, 2013	RTXAX vs VMNVX

Best Risk-Adjusted Alternatives to RTXAX

Among mutual funds in the Global 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
VGPMX	Vanguard Global Capital Cycles Fund	97	May 23, 1984	RTXAX vs VGPMX
CAEIX	Calvert Global Energy Solutions Fund	94	May 30, 2007	RTXAX vs CAEIX
GCCHX	GMO Climate Change Fund	94	Apr 4, 2017	RTXAX vs GCCHX
ARTHX	Artisan Global Equity Fund	93	Mar 28, 2010	RTXAX vs ARTHX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	93	—	RTXAX vs GLIFX

Top Performing RTXAX Alternatives (YTD)

RTXAX alternatives from the Global Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQFPX	GQG Partners Global Quality Dividend Income Fund	9.67%	Jun 29, 2021	RTXAX vs GQFPX
FGIAX	Nuveen Global Infrastructure Fund Class A	9.53%	Dec 17, 2007	RTXAX vs FGIAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	8.35%	Aug 28, 2017	RTXAX vs CSUAX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	7.75%	Mar 29, 2019	RTXAX vs GQRIX
GQRPX	GQG Partners Global Quality Equity Fund	7.72%	Mar 28, 2019	RTXAX vs GQRPX

Lowest Volatility Alternatives to RTXAX

RTXAX alternatives from the Global Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	8.85%	Sep 4, 1990	RTXAX vs MFWIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	10.02%	Dec 12, 2013	RTXAX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	10.05%	Dec 12, 2013	RTXAX vs VMNVX
MVGIX	MFS Low Volatility Global Equity Fund	10.51%	Dec 4, 2013	RTXAX vs MVGIX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	10.71%	—	RTXAX vs GLIFX

Lowest Drawdown Alternatives to RTXAX

RTXAX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MFWIX	MFS Global Total Return Fund Class I	-6.85%	Sep 4, 1990	RTXAX vs MFWIX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	-7.93%	Dec 12, 2013	RTXAX vs VMNVX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	-7.96%	Dec 12, 2013	RTXAX vs VMVFX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-7.98%	Aug 28, 2017	RTXAX vs CSUAX
FGIAX	Nuveen Global Infrastructure Fund Class A	-8.29%	Dec 17, 2007	RTXAX vs FGIAX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	RTXAX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	RTXAX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	RTXAX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	RTXAX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	RTXAX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	RTXAX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	RTXAX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	RTXAX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	RTXAX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	RTXAX vs BDJ

Often Compared With RTXAX

What investors most often compare with RTXAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FSRNX	Fidelity Real Estate Index Fund	REIT	7	-0.56%	Aug 9, 2011	RTXAX vs FSRNX
PORTX	Trillium ESG Global Equity Fund	Global Equities	2	-7.91%	Sep 29, 1999	RTXAX vs PORTX
MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fu...	Global Equities	69	9.55%	Jan 1, 2021	RTXAX vs MEGI
APFDX	Artisan Global Discovery Fund	Global Equities	11	-9.16%	Aug 20, 2017	RTXAX vs APFDX
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	70	-4.19%	Mar 26, 1993	RTXAX vs CWGIX
NALFX	New Alternatives Fund	Global Equities	86	5.67%	Sep 2, 1982	RTXAX vs NALFX
GIDGX	Goldman Sachs Enhanced Dividend Global Equity Port...	Global Equities	54	-3.20%	Apr 29, 2008	RTXAX vs GIDGX
ENTIX	ERShares Global Entrepreneurs™	Global Equities	9	-18.94%	Nov 10, 2010	RTXAX vs ENTIX
PAXGX	Pax Global Opportunities Fund	Global Equities	6	-9.44%	Jun 26, 2018	RTXAX vs PAXGX
DGLRX	BNY Mellon Global Stock Fund	Global Equities	11	-7.30%	Dec 28, 2006	RTXAX vs DGLRX
PGVFX	Polaris Global Value Fund	Global Equities	91	4.94%	May 31, 1998	RTXAX vs PGVFX
SGISX	Crossmark Steward Global Equity Income Fund	Global Equities	45	-3.38%	Apr 2, 2008	RTXAX vs SGISX
AGVHX	American Funds Global Insight Fund	Global Equities	48	-6.34%	Mar 31, 2011	RTXAX vs AGVHX
GICPX	Gabelli Global Growth Fund	Global Equities	15	-10.61%	Feb 6, 1994	RTXAX vs GICPX
PRGSX	T. Rowe Price Global Stock Fund	Global Equities	43	-6.43%	Dec 28, 1995	RTXAX vs PRGSX
AGCVX	American Century Global Small Cap Fund	Global Equities	31	-3.76%	Mar 28, 2016	RTXAX vs AGCVX
CNGLX	Commonwealth Global Fund	Global Equities	11	-5.21%	Dec 2, 2002	RTXAX vs CNGLX
FGILX	Fidelity Global Equity Income Fund	Global Equities	65	-3.26%	May 2, 2012	RTXAX vs FGILX
TEPLX	Templeton Growth Fund, Inc.	Global Equities	30	-8.36%	Nov 28, 1954	RTXAX vs TEPLX
VICEX	USA Mutuals Vice Fund	Global Equities	33	-1.25%	Aug 29, 2002	RTXAX vs VICEX

Compare RTXAX with Any Fund or Stock

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

Symbol name

Russell Investment Tax-Managed Real Assets Fund

Symbol name