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Morningstar

Russell Inv US Small Cap Equity A RLACX

Morningstar Analyst Rating
Quantitative rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 26.10  /  0.50 %
  • Total Assets 958.3 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.350%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.20%
  • Turnover 95%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis RLACX

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

People Pillar

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

Summary

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The combination of a middling Process Pillar rating and a Low People Pillar rating limit Russell Inv US Small Cap Equity A 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 second-highest quintile among peers.

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