Morningstar

Russell Investments LifePoints Balanced Strategy Fund Class C RBLCX

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return $11.18  /  −0.18 %
  • Fund Size $594.5M
  • Adjusted Expense Ratio 1.890%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status —
  • TTM Yield 2.34%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis RBLCX

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

  • People Pillar

    The People Pillar is our evaluation of the RBLCX 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 RBLCX’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 C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RBLCX

More RBLCX 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

29.46 180M
—

Russell Inv Investment Grade Bond Y

16.98 104M
—

Russell Inv Multifactor US Equity Y

10.75 66M
—

Russell Inv Multi-Strategy Income Y

8.06 49M
—

Russell Inv Strategic Bond Y

6.79 42M
—

Russell Inv Multifactor Intl Eq Y

6.14 38M
—

Russell Inv Emerging Markets Y

5.10 31M
—

Russell Inv Long Duration Bond Y

4.32 26M
—

Russell Inv Opportunistic Credit Y

3.97 24M
—

Russell Inv US Strategic Equity Y

2.56 16M
—

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