Russell Inv LifePoints Balanced Strat R1 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.
Russell Investments LifePoints Balanced Strategy Fund Class R1 RBLRX
- NAV / 1-Day Return 12.57 / +0.88 %
- Total Assets 616.8M
-
Adj. Expense Ratio
0.930%
- Expense Ratio 0.340%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Global Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.76%
- Turnover 25%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RBLRX
Will RBLRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RBLRX 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 RBLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | — |
United States