Morningstar

Russell Investments Investment Grade Bond Fund Class S RFATX

Medalist Rating as of Aug 31, 2026 See Russell Investments Investment Hub

Strategy

The investment seeks current income and the preservation of capital. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in investment grade bonds. Russell Investment Management, LLC provides or oversees the provision of all investment advisory and portfolio management services for the fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RFATX	Russell Investments Investment Grade Bond Fund Class S	No Load	Open			Oct 19, 2007	$533.69M	0.510%	Average	$0	−$45.14M
RIWTX	Russell Investments Investment Grade Bond Fund Class M	No Load	Open			Mar 16, 2017	$151.14M	0.410%	Below Average	$0	$26.48M
RFAYX	Russell Investments Investment Grade Bond Fund Class Y	Institutional	Open			Mar 29, 2000	$167.41M	0.350%	Low	$10M	−$2.93M
RFAAX	Russell Investments Investment Grade Bond Fund Class A	Front Load	Open			May 28, 2010	$9.04M	0.800%	Above Average	$0	−$3.06M
RFACX	Russell Investments Investment Grade Bond Fund Class C	Level Load	Open			Oct 22, 2007	$2.08M	1.550%	Above Average	$0	−$641,393.88
RIGRX	Russell Investments Investment Grade Bond Fund Class R6	Retirement, Large	Open			Mar 1, 2016	$4.40M	0.380%	Average	$0	$62,714.86

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