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.
- NAV / 1-Day Return 8.90 / 0.79 %
- Total Assets 161.4 Mil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis RMLSX
Will RMLSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.