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Morningstar

Russell Inv Global Equity Y RLGYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.29  /  1.10 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000,000
  • Status Open
  • TTM Yield 2.10%
  • Turnover 41%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:59 PM GMT+00:00

Morningstar’s Analysis RLGYX

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

People Pillar

The People Pillar is our evaluation of the RLGYX 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 RLGYX’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 Global Equity Y to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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