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Morningstar

Russell Inv Strategic Bond C RFCCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.28  /  0.11 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.57%
  • Effective Duration 6.73 years

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:24 AM GMT+00:00

Morningstar’s Analysis RFCCX

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

People Pillar

The People Pillar is our evaluation of the RFCCX 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 RFCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Russell Inv Strategic Bond C to a Morningstar Quantitative Rating of Negative. 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.

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