Russell Investments Sustainable Equity A 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 Sustainable Equity Fund Class A REQAX
- NAV / 1-Day Return 45.46 / +0.44 %
- Total Assets 270.8M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 1.270%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.53%
- Turnover 75%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis REQAX
Will REQAX 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 REQAX 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 REQAX’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 17.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Eur260617 | 7.47 | 22M | Derivative |
Msci Emerging Markets Index Futures | 6.44 | 19M | — |
NVIDIA Corp | 3.52 | 10M | Technology |
Microsoft Corp | 3.36 | 10M | Technology |
Apple Inc | 2.65 | 8M | Technology |
U.S. Cash Management Fund | 2.64 | 8M | Cash and Equivalents |
Taiwan Semiconductor Manufacturing Co Ltd | 1.98 | 6M | Technology |
E-mini S&P 500 Future June 26 | 1.80 | 5M | — |
Broadcom Inc | 1.44 | 4M | Technology |
Topix Index Futures | 1.35 | 4M | — |
United States