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Russell Inv LifePoints Growth Strat R4 RALUX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 12.00  /  +0.76 %
  • Total Assets 641.1 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.27%
  • Turnover 30%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis RALUX

Will RALUX outperform in future?

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

Weakness in Russell Inv LifePoints Growth Strat R4's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings RALUX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 96.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Global Equity Y

29.09 181.7 Mil

Russell Inv Multifactor US Equity Y

17.51 109.4 Mil

Russell Inv Strategic Bond Y

9.02 56.4 Mil

Russell Inv US Strategic Equity Y

9.01 56.3 Mil

Russell Inv Multi-Asset Growth Strat Y

8.02 50.1 Mil

Russell Inv Multifactor Intl Eq Y

7.56 47.2 Mil

Russell Inv US Small Cap Equity Y

4.48 28.0 Mil

Russell Inv Emerging Markets Y

4.45 27.8 Mil

Russell Inv Long Duration Bond Y

3.52 22.0 Mil

Russell Inv Global Real Estate Secs Y

3.40 21.3 Mil