Advertisement
Skip to Content
Morningstar

Russell Inv Lifepoints Moderate Strat S RMLSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.90  /  0.79 %
  • Total Assets 161.4 Mil
  • Adj. Expense Ratio
    0.320%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.84%
  • Turnover 8%

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

Morningstar’s Analysis RMLSX

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

People Pillar

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

Summary

|

Weakness in Russell Inv Lifepoints Moderate Strat S's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor