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Russell Inv Lifepoints Cnsrv Strat R4 RCLUX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 8.56  /  0.23 %
  • Total Assets 80.3 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.89%
  • Turnover 35%

Morningstar’s Analysis RCLUX

Will RCLUX outperform in future?

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

Weakness in Russell Inv Lifepoints Cnsrv Strat R4's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings RCLUX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 14
  • % Assets in Top 10 Holdings 96.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Strategic Bond Y

33.00
27,470,154

Russell Inv Investment Grade Bond Y

17.99
14,975,229

Russell Inv Multifactor US Equity Y

10.00
8,327,101

Russell Inv Short Duration Bond Y

9.93
8,267,217

Russell Inv Long Duration Bond Y

8.99
7,486,908

Russell Inv Multi-Strategy Income Y

8.02
6,680,771

Russell Inv Emerging Markets Y

2.02
1,679,742

Russell Inv Multifactor Intl Eq Y

2.01
1,675,802

Russell Inv Global Real Estate Secs Y

2.01
1,673,455

Russell Inv US Small Cap Equity Y

2.01
1,673,125