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Russell Inv LifePoints Equity Gr StratR5 RELVX

Quantitative rating as of
  • NAV / 1-Day Return 12.14  /  0.08 %
  • Total Assets 304.5 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.27%
  • Turnover 10%

Morningstar’s Analysis RELVX

Will RELVX outperform in future?

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

Summary

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Weakness in Russell Inv LifePoints Equity Gr StratR5's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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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