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Russell Inv LifePoints Equity Gr Strat C RELCX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 12.15  /  +1.00 %
  • Total Assets 308.6 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 0.94%
  • Turnover 35%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RELCX

Will RELCX outperform in future?

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

Weakness in Russell Inv LifePoints Equity Gr Strat C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings RELCX

  • 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 Global Equity Y

29.00 94.0 Mil

Russell Inv Multifactor US Equity Y

20.05 65.0 Mil

Russell Inv US Strategic Equity Y

10.53 34.1 Mil

Russell Inv Multifactor Intl Eq Y

9.97 32.3 Mil

Russell Inv Multi-Asset Growth Strat Y

7.96 25.8 Mil

Russell Inv Emerging Markets Y

5.95 19.3 Mil

Russell Inv US Small Cap Equity Y

5.60 18.2 Mil

Russell Inv Global Real Estate Secs Y

4.50 14.6 Mil

Russell Inv Long Duration Bond Y

2.47 8.0 Mil

Russell Inv Global Infrastructure Y

2.00 6.5 Mil