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Morningstar

Russell Inv Sustainable Equity C REQCX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 45.21  /  +1.12 %
  • Total Assets 182.2 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 2.120%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.03%
  • Turnover 68%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:00 PM GMT+0

Morningstar’s Analysis REQCX

Will REQCX outperform in 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.

Weakness in Russell Inv Sustainable Equity C'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.

by Morningstar Manager Research
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 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.77 11.3 Mil
Technology

E-mini S&P 500 Future Sept 24

5.37 10.5 Mil
—

U.S. Cash Management Fund

5.05 9.9 Mil
Cash and Equivalents

Apple Inc

4.89 9.6 Mil
Technology

NVIDIA Corp

4.03 7.9 Mil
Technology

Amazon.com Inc

2.73 5.3 Mil
Consumer Cyclical

Alphabet Inc Class C

1.70 3.3 Mil
Communication Services

Visa Inc Class A

1.45 2.8 Mil
Financial Services

Meta Platforms Inc Class A

1.40 2.7 Mil
Communication Services

Intuit Inc

1.29 2.5 Mil
Technology