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Russell Inv Lifepoints Cnsrv Strat R1 RCLRX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 8.55  /  0.23 %
  • Total Assets 81.6 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.55%
  • Turnover 8%

Morningstar’s Analysis RCLRX

Will RCLRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Russell Inv Lifepoints Cnsrv Strat R1's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings RCLRX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 96.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Strategic Bond Y

33.13
26,175,801

Russell Inv Investment Grade Bond Y

18.04
14,257,317

Russell Inv Short Duration Bond Y

10.03
7,929,121

Russell Inv Multifactor US Equity Y

9.87
7,800,702

Russell Inv Long Duration Bond Y

9.00
7,114,220

Russell Inv Multi-Strategy Income Y

8.03
6,344,699

Russell Inv Opportunistic Credit Y

2.01
1,586,552

Russell Inv Emerging Markets Y

1.99
1,571,834

Russell Inv Multifactor Intl Eq Y

1.99
1,569,903

Russell Inv Global Equity Y

1.98
1,562,882