Morningstar

Russell Investments LifePoints Conservative Strategy Fund Class R5 RCLVX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 9.27  /  +0.22 %
  • Total Assets 53.4M
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Global Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.59%
  • Turnover 22%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RCLVX

Will RCLVX outperform in the 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 RCLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Inv Lifepoints Cnsrv Strat R5 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RCLVX

More RCLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Strategic Bond Y

33.01 18M
—

Russell Inv Investment Grade Bond Y

17.00 9M
—

Russell Inv Opportunistic Credit Y

10.00 5M
—

Russell Inv Multifactor US Equity Y

8.52 5M
—

Russell Inv Short Duration Bond Y

8.48 5M
—

Russell Inv Multi-Strategy Income Y

8.00 4M
—

Russell Inv Long Duration Bond Y

7.00 4M
—

Russell Inv Emerging Markets Y

2.02 1M
—

Russell Inv Multifactor Intl Eq Y

1.99 1M
—

Russell Inv US Small Cap Equity Y

1.99 1M
—

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