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Russell Inv LifePoints Equity Gr Strat S RELSX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 14.41  /  0.14 %
  • Total Assets 308.7 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 1.33%
  • Turnover 35%

Morningstar’s Analysis RELSX

Will RELSX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings RELSX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Global Equity Y

32.25
89,162,006

Russell Inv Multifactor US Equity Y

22.17
61,305,467

Russell Inv US Strategic Equity Y

11.65
32,211,004

Russell Inv Multifactor Intl Eq Y

11.12
30,743,725

Russell Inv Emerging Markets Y

6.57
18,174,248

Russell Inv US Small Cap Equity Y

6.25
17,270,865

Russell Inv Global Real Estate Secs Y

5.06
13,997,344

Russell Inv Long Duration Bond Y

2.76
7,630,888

Russell Inv Opportunistic Credit Y

2.16
5,980,223