Russell Inv LifePoints Balanced Strat S 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 S RBLSX
- NAV / 1-Day Return 12.29 / 0.00
- Total Assets 610.4M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.400%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Global Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status
- TTM Yield 2.73%
- Turnover 25%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RBLSX
Will RBLSX 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 RBLSX 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 RBLSX’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 93.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Russell Inv Global Equity Y | 29.67 | 182M | — |
Russell Inv Investment Grade Bond Y | 16.86 | 103M | — |
Russell Inv Multifactor US Equity Y | 10.84 | 66M | — |
Russell Inv Multi-Strategy Income Y | 7.90 | 48M | — |
Russell Inv Strategic Bond Y | 6.74 | 41M | — |
Russell Inv Multifactor Intl Eq Y | 5.98 | 37M | — |
Russell Inv Emerging Markets Y | 5.16 | 32M | — |
Russell Inv Long Duration Bond Y | 4.31 | 26M | — |
Russell Inv Opportunistic Credit Y | 3.90 | 24M | — |
Russell Inv US Strategic Equity Y | 2.58 | 16M | — |
United States