Morningstar

Russell Investment Company plc - Old Mutual Global Managed Alpha Fund I USD Accumulation

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return $11.28  /  −1.48 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Low
  • Share Class Type —
  • Morningstar Category Global Large-Cap Blend Equity
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment —
  • Investment Status —
  • TTM Yield —
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Russell Investment Company plc - Old Mutual Global Managed Alpha Fund I USD Accumulation outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable Russell Investment Company plc - Old Mutual Global Managed Alpha Fund I USD Accumulation’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Russell Investment Company plc - Old Mutual Global Managed Alpha Fund I USD Accumulation management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of Russell Investment Company plc - Old Mutual Global Managed Alpha Fund I USD Accumulation’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Old Mutual Global Mgd Alp I USD Acc holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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