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Morningstar

Russell Inv US Small Cap Equity C RLECX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 20.33  /  1.45 %
  • Total Assets 836.8 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.090%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 95%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:29 PM GMT+0

Morningstar’s Analysis RLECX

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

People Pillar

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

Weakness in Russell Inv US Small Cap Equity C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RLECX

More RLECX Holdings
  • Current Portfolio Date
  • Equity Holdings 1191
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future Sept 23

4.67
44,802,600
—

U.S. Cash Management Fund

4.52
43,401,335
Cash and Equivalents

LeMaitre Vascular Inc

0.59
5,630,189
Healthcare

America's Car-Mart Inc

0.57
5,464,034
Consumer Cyclical

UFP Technologies Inc

0.57
5,432,905
Healthcare

Kura Sushi USA Inc Ordinary Shares - Class A

0.55
5,289,056
Consumer Cyclical

e.l.f. Beauty Inc

0.54
5,171,396
Consumer Defensive

Boot Barn Holdings Inc

0.52
4,980,832
Consumer Cyclical

Simulations Plus Inc

0.49
4,746,089
Healthcare

Delek US Holdings Inc Registered Shs Stock Settlement

0.49
4,684,451
Energy