The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Russell Inv Investment Grade Bond S to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 18.70 / 0.64 %
- Total Assets 1.1 Bil
Adj. Expense Ratio
- Expense Ratio 0.480%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Intermediate Core Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.10%
- Effective Duration 6.47 years
Morningstar’s Analysis RFATX
Will RFATX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.