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Morningstar

Russell Inv Lifepoints Cnsrv Strat C RCLCX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 7.91  /  0.13 %
  • Total Assets 82.2 Mil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.720%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.76%
  • Turnover 8%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis RCLCX

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

People Pillar

The People Pillar is our evaluation of the RCLCX 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 RCLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Russell Inv Lifepoints Cnsrv Strat C's Process and People 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

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Portfolio Holdings RCLCX

More RCLCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Strategic Bond Y

51.10
43,798,362
—

Russell Inv Multi-Strategy Income Y

15.00
12,852,396
—

Russell Inv Short Duration Bond Y

9.98
8,551,691
—

Russell Inv Multifactor US Equity Y

8.01
6,867,513
—

Russell Inv Long Duration Bond Y

5.01
4,290,578
—

Russell Inv Multifactor Intl Eq Y

2.98
2,558,212
—

Russell Inv Global Equity Y

2.00
1,712,871
—

Russell Inv Global Real Estate Secs Y

1.99
1,704,910
—

Russell Inv US Small Cap Equity Y

1.98
1,697,542
—

Russell Inv Emerging Markets Y

1.95
1,674,869
—