Russell LfPts EqAggrStrat C 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.
Russell Investments LifePoints Equity Aggressive Strategy Fund Class C RELCX
- NAV / 1-Day Return 14.74 / −2.38 %
- Total Assets 325.6M
-
Adj. Expense Ratio
2.030%
- Expense Ratio 1.330%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Global Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Extensive
- Status
- TTM Yield 1.61%
- Turnover 26%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:09 AM GMT+0
Morningstar’s Analysis RELCX
Will RELCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RELCX 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 RELCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 98.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Russell Inv Global Equity Y | 29.16 | 94M | — |
Russell Inv Multifactor US Equity Y | 15.24 | 49M | — |
Russell Inv US Strategic Equity Y | 13.71 | 44M | — |
Russell Inv Multifactor Intl Eq Y | 12.72 | 41M | — |
Russell Inv Emerging Markets Y | 7.62 | 25M | — |
Russell Inv Multi-Asset Strat Y | 6.93 | 22M | — |
Russell Inv Long Duration Bond Y | 3.75 | 12M | — |
Russell Inv US Small Cap Equity Y | 3.56 | 12M | — |
Russell Inv Global Real Estate Secs Y | 3.48 | 11M | — |
Russell Inv Global Infrastructure Y | 1.93 | 6M | — |
United States