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Morningstar

Russell Inv LifePoints Growth Strat R4 RALUX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.62  /  0.09 %
  • Total Assets 684.8 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.13%
  • Turnover 10%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:24 AM GMT+00:00

Morningstar’s Analysis RALUX

Will RALUX outperform in 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 RALUX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RALUX 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 RALUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Russell Inv LifePoints Growth Strat R4's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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