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Russell Inv Lifepoints Moderate Strat R1 RMLRX

Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 9.18  /  −0.33 %
  • Total Assets 138.1 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.59%
  • Turnover 40%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:19 PM GMT+0

Morningstar’s Analysis RMLRX

Will RMLRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Russell Inv Lifepoints Moderate Strat R1's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings RMLRX

  • 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

20.86 29.8 Mil

Russell Inv Investment Grade Bond Y

18.88 26.9 Mil

Russell Inv Global Equity Y

15.63 22.3 Mil

Russell Inv Multifactor US Equity Y

14.68 20.9 Mil

Russell Inv Multi-Strategy Income Y

8.00 11.4 Mil

Russell Inv Short Duration Bond Y

4.98 7.1 Mil

Russell Inv Long Duration Bond Y

4.95 7.1 Mil

Russell Inv Global Real Estate Secs Y

2.96 4.2 Mil

Russell Inv US Small Cap Equity Y

2.53 3.6 Mil

Russell Inv Multifactor Intl Eq Y

2.52 3.6 Mil