Morningstar

Russell Investments LifePoints Equity Aggressive Strategy Fund Class R5 RELVX

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return $17.41  /  +0.35 %
  • Fund Size $321.6M
  • Adjusted Expense Ratio 1.450%
  • Net Expense Ratio 0.750%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Investment Status Open
  • TTM Yield 1.50%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis RELVX

Will RELVX 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 RELVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell LfPts EqAggrStrat R5 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RELVX

More RELVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Global Equity Y

29.40 95M
—

Russell Inv Multifactor US Equity Y

15.26 49M
—

Russell Inv US Strategic Equity Y

13.76 44M
—

Russell Inv Multifactor Intl Eq Y

12.97 42M
—

Russell Inv Emerging Markets Y

7.55 24M
—

Russell Inv Multi-Asset Strat Y

7.03 23M
—

Russell Inv Long Duration Bond Y

3.65 12M
—

Russell Inv US Small Cap Equity Y

3.40 11M
—

Russell Inv Global Real Estate Secs Y

3.24 10M
—

Russell Inv Opportunistic Credit Y

1.93 6M
—

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