Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Russell Investments Mutual Funds
View all of Russell Investments’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Russell Investments Mutual Funds List
1 to 25 of 141 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund Class C | RTXCX | Global Small/Mid Stock | 13.39% | 27 | 2.070% | Average | Level Load | $0 | ||
| Russell Investment Tax-Managed Real Assets Fund Class M | RTXMX | Global Small/Mid Stock | 14.45% | 24 | 0.970% | Low | No Load | $0 | ||
| Russell Investments Global Equity Fund Class Y | RLGYX | Global Large-Stock Blend | 12.34% | 50 | 0.780% | Below Average | Institutional | $10M | ||
| Russell Investments Long Duration Bond Fund Class M | RMHTX | Long Government | — | −4.28% | 34 | 0.340% | Average | No Load | $0 | |
| Russell Investments Long Duration Bond Fund Class Y | RMHYX | Long Government | — | −4.21% | 33 | 0.290% | Average | Institutional | $10M | |
| Russell Investment Tax-Managed Real Assets Fund Class A | RTXAX | Global Small/Mid Stock | 14.59% | 24 | 1.320% | Above Average | Front Load | $0 | ||
| Russell Investments Global Equity Fund Class S | RGESX | Global Large-Stock Blend | 12.28% | 50 | 0.980% | Average | No Load | $0 | ||
| Russell Investments Tax-Exempt Bond Fund Class M | RBCUX | Muni National Interm | — | −1.25% | 26 | 0.410% | Below Average | No Load | $0 | |
| Russell Investments Global Equity Fund Class M | RGDTX | Global Large-Stock Blend | 12.35% | 49 | 0.880% | Average | No Load | $0 | ||
| Russell Investments Equity Income Fund Class S | RLISX | Large Value | 20.15% | 24 | 0.830% | Average | No Load | $0 | ||
| Russell Investments Opportunistic Credit Fund Class Y | RGCYX | Multisector Bond | — | 0.73% | 28 | 0.620% | Below Average | Institutional | $10M | |
| Russell Investments Tax-Exempt Bond Fund Class S | RLVSX | Muni National Interm | — | −1.32% | 27 | 0.510% | Average | No Load | $0 | |
| Russell Investments Global Infrastructure Fund Class Y | RGIYX | Infrastructure | 7.09% | 52 | 0.830% | Average | Institutional | $10M | ||
| Russell Investments Tax-Exempt High Yield Bond Fund Class S | RTHSX | High Yield Muni | — | −1.26% | 37 | 0.610% | Above Average | No Load | $0 | |
| Russell Investments Global Equity Fund Class A | RGEAX | Global Large-Stock Blend | 12.00% | 53 | 1.230% | Above Average | Front Load | $0 | ||
| Russell Investments Long Duration Bond Fund Class S | RMHSX | Long Government | — | −4.32% | 35 | 0.490% | Above Average | No Load | $0 | |
| Russell Investment Tax-Managed Real Assets Fund Class S | RTXSX | Global Small/Mid Stock | 14.30% | 25 | 1.070% | Below Average | No Load | $0 | ||
| Russell Investments Equity Income Fund Class A | RSQAX | Large Value | 19.89% | 26 | 1.120% | Above Average | Front Load | $0 | ||
| Russell Investments Opportunistic Credit Fund Class M | RGOTX | Multisector Bond | — | 0.71% | 28 | 0.650% | Below Average | No Load | $0 | |
| Russell Investments Opportunistic Credit Fund Class S | RGCSX | Multisector Bond | — | 0.67% | 29 | 0.700% | Average | No Load | $0 | |
| Russell Investments Global Infrastructure Fund Class M | RGFTX | Infrastructure | 7.05% | 53 | 0.910% | Average | No Load | $0 | ||
| Russell Investments Investment Grade Bond Fund Class Y | RFAYX | Intermediate Core Bond | −1.97% | 58 | 0.350% | Low | Institutional | $10M | ||
| Russell Investments Global Real Estate Securities Fund Class R6 | RRSRX | Global Real Estate | 2.51% | 70 | 0.920% | Above Average | Retirement, Large | $0 | ||
| Russell Investments LifePoints Equity Aggressive Strategy Fund Class S | RELSX | Global Aggressive Allocation | 11.45% | 51 | 1.030% | Average | No Load | $0 | ||
| Russell Investments Global Real Estate Securities Fund Class Y | RREYX | Global Real Estate | 2.56% | 69 | 0.890% | Average | Institutional | $10M |
Russell Investments Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States