Morningstar

Russell Investments LifePoints Balanced Strategy Fund Class R5 RBLVX

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return $11.84  /  −0.34 %
  • Fund Size $590.8M
  • Adjusted Expense Ratio 1.430%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.47%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis RBLVX

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

  • People Pillar

    The People Pillar is our evaluation of the RBLVX 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 RBLVX’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 R5 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
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Portfolio Holdings RBLVX

More RBLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Global Equity Y

29.50 175M
—

Russell Inv Investment Grade Bond Y

17.18 102M
—

Russell Inv Multifactor US Equity Y

10.73 64M
—

Russell Inv Multi-Strategy Income Y

7.95 47M
—

Russell Inv Strategic Bond Y

6.86 41M
—

Russell Inv Multifactor Intl Eq Y

6.02 36M
—

Russell Inv Emerging Markets Y

5.08 30M
—

Russell Inv Long Duration Bond Y

4.31 26M
—

Russell Inv Opportunistic Credit Y

4.00 24M
—

Russell Inv US Strategic Equity Y

2.56 15M
—

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