Morningstar

Russell Investments LifePoints Balanced Strategy Fund Class A RBLAX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 12.10  /  −0.33 %
  • Total Assets 616.5M
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status
  • TTM Yield 2.70%
  • Turnover 25%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RBLAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Inv LifePoints Balanced Strat A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RBLAX

More RBLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Global Equity Y

29.76 185M
—

Russell Inv Investment Grade Bond Y

16.74 104M
—

Russell Inv Multifactor US Equity Y

10.96 68M
—

Russell Inv Multi-Strategy Income Y

7.82 49M
—

Russell Inv Strategic Bond Y

6.70 42M
—

Russell Inv Multifactor Intl Eq Y

5.98 37M
—

Russell Inv Emerging Markets Y

5.38 34M
—

Russell Inv Long Duration Bond Y

4.29 27M
—

Russell Inv Opportunistic Credit Y

3.87 24M
—

Russell Inv US Strategic Equity Y

2.60 16M
—

Sponsor Center