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Russell Inv LifePoints Equity Gr StratR5 RELVX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 13.90  /  +0.80 %
  • Total Assets 313.6 Mil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 1.10%
  • Turnover 35%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis RELVX

Will RELVX outperform in future?

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

Weakness in Russell Inv LifePoints Equity Gr StratR5'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 RELVX

  • 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

29.20 88.8 Mil

Russell Inv Multifactor US Equity Y

20.14 61.3 Mil

Russell Inv US Strategic Equity Y

10.58 32.2 Mil

Russell Inv Multifactor Intl Eq Y

10.05 30.6 Mil

Russell Inv Multi-Asset Growth Strat Y

8.00 24.3 Mil

Russell Inv Emerging Markets Y

5.79 17.6 Mil

Russell Inv US Small Cap Equity Y

5.46 16.6 Mil

Russell Inv Global Real Estate Secs Y

4.36 13.3 Mil

Russell Inv Long Duration Bond Y

2.49 7.6 Mil

Russell Inv Opportunistic Credit Y

1.99 6.0 Mil