Morningstar

Russell Investments Sustainable Equity Fund Class S REQTX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 45.96  /  −1.05 %
  • Total Assets 268.1M
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.980%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.73%
  • Turnover 75%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis REQTX

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

  • People Pillar

    The People Pillar is our evaluation of the REQTX 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 REQTX’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 S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings REQTX

More REQTX 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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