Advertisement
Skip to Content
Morningstar

Russell Inv Opportunistic Credit S RGCSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.07  /  0.12 %
  • Total Assets 569.0 Mil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.69%
  • Effective Duration 4.15 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis RGCSX

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

People Pillar

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

Summary

|

Weakness in Russell Inv Opportunistic Credit S's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor