Skip to Content
Morningstar

Russell Inv LifePoints Balanced Strat C RBLCX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 9.63  /  +0.73 %
  • Total Assets 661.5 Mil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.20%
  • Turnover 37%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RBLCX

Will RBLCX 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 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.

Weakness in Russell Inv LifePoints Balanced Strat C's People and Process 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

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

30.38 210.2 Mil
—

Russell Inv Investment Grade Bond Y

17.56 121.5 Mil
—

Russell Inv Multifactor US Equity Y

16.77 116.0 Mil
—

Russell Inv Multi-Strategy Income Y

8.02 55.5 Mil
—

Russell Inv Strategic Bond Y

5.36 37.1 Mil
—

Russell Inv Long Duration Bond Y

3.88 26.9 Mil
—

Russell Inv US Small Cap Equity Y

3.60 24.9 Mil
—

Russell Inv Multifactor Intl Eq Y

3.02 20.9 Mil
—

Russell Inv Emerging Markets Y

3.02 20.9 Mil
—

Russell Inv Global Real Estate Secs Y

2.48 17.1 Mil
—