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.
- NAV / 1-Day Return 8.54 / 0.93 %
- Total Assets 99.1 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis RCLUX
Will RCLUX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.