Russell Inv Lifepoints Moderate Strat A 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.
Russell Investments LifePoints Moderate Strategy Fund Class A RMLAX
- NAV / 1-Day Return 10.62 / +0.19 %
- Total Assets 120.7M
-
Adj. Expense Ratio
1.040%
- Expense Ratio 0.500%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Global Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status
- TTM Yield 3.25%
- Turnover 21%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RMLAX
Will RMLAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the RMLAX 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 RMLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 96.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Russell Inv Strategic Bond Y | 21.30 | 26M | — |
Russell Inv Investment Grade Bond Y | 17.34 | 21M | — |
Russell Inv Global Equity Y | 15.66 | 19M | — |
Russell Inv Multifactor US Equity Y | 10.17 | 12M | — |
Russell Inv Multi-Strategy Income Y | 8.01 | 10M | — |
Russell Inv Opportunistic Credit Y | 6.50 | 8M | — |
Russell Inv Multifactor Intl Eq Y | 5.03 | 6M | — |
Russell Inv Long Duration Bond Y | 4.92 | 6M | — |
Russell Inv Emerging Markets Y | 3.61 | 4M | — |
Russell Inv Short Duration Bond Y | 3.47 | 4M | — |
United States