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Morningstar

Russell Inv Lifepoints Cnsrv Strat R4 RCLUX

Morningstar Analyst Rating
Quantitative rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 8.54  /  0.93 %
  • Total Assets 99.1 Mil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.920%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.27%
  • Turnover 8%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis RCLUX

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

People Pillar

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

Summary

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Weakness in Russell Inv Lifepoints Cnsrv Strat R4's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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