Morningstar

Russell Investments Investment Grade Bond Fund Class M RIWTX

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return$17.43  /  0.00
  • Fund Size$875.2M
  • Adjusted Expense Ratio0.410%
  • Net Expense Ratio0.400%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryIntermediate Core Bond
  • Fixed-Income Style Box (Funds)—
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield5.50%
  • Average Effective Duration5.76 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis RIWTX

Will RIWTX outperform in the 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 RIWTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Inv Investment Grade Bond M holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RIWTX

More RIWTX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ultra 10 Year US Treasury Note Future Dec 26

8.1694M
Government

10 Year Treasury Note Future Dec 26

6.8579M
Government

U.S. Cash Management Fund

6.6777M
Cash and Equivalents

2 Year Treasury Note Future Dec 26

3.6041M
Government

Ultra US Treasury Bond Future Dec 26

3.1636M
Government

5 Year Treasury Note Future Dec 26

3.0235M
Government

Us Dollar

1.3015M
Cash and Equivalents

United States Treasury Notes 4.25%

0.8310M
Government

US Treasury Bond Future Dec 26

0.779M
Government

Long Gilt Futures

0.708M
Government

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