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Russell Inv Sustainable Equity Y REUYX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 44.98  /  0.66 %
  • Total Assets 186.2 Mil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 0.73%
  • Turnover 68%

Morningstar’s Analysis REUYX

Will REUYX outperform in future?

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

Weakness in Russell Inv Sustainable Equity Y's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings REUYX

  • Current Portfolio Date
  • Equity Holdings 499
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 24.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.41
9,805,619
Technology
5.22
9,476,134
Technology

U.S. Cash Management Fund

3.58
6,495,633
Cash and Equivalents
2.47
4,485,421
Consumer Cyclical
1.99
3,612,318
Communication Services
1.69
3,063,775
Technology
1.60
2,899,258
Financial Services
1.56
2,823,985
Healthcare
1.52
2,758,311
Healthcare
1.35
2,442,920
Technology