Morningstar

Russell Investments Sustainable Equity Fund Class C REQCX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 42.72  /  +0.33 %
  • Total Assets 272.1M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 2.020%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.14%
  • Turnover 75%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis REQCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Investments Sustainable Equity C 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings REQCX

More REQCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.81 10M
Technology

Microsoft Corp

3.64 10M
Technology

Apple Inc

2.86 8M
Technology

U.S. Cash Management Fund

2.85 8M
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

2.15 6M
Technology

Broadcom Inc

1.56 4M
Technology

ASML Holding NV

1.41 4M
Technology

Eli Lilly and Co

1.28 4M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.26 3M
Technology

Visa Inc Class A

1.16 3M
Financial Services

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