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Morningstar

Russell Inv Lifepoints Moderate Strat R4 RMLUX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 8.84  /  0.34 %
  • Total Assets 143.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.48%
  • Turnover 8%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:55 PM GMT+0

Morningstar’s Analysis RMLUX

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

People Pillar

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

Weakness in Russell Inv Lifepoints Moderate Strat R4's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RMLUX

More RMLUX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 96.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russell Inv Strategic Bond Y

21.11
29,030,999
—

Russell Inv Investment Grade Bond Y

19.07
26,230,343
—

Russell Inv Global Equity Y

15.43
21,221,531
—

Russell Inv Multifactor US Equity Y

14.43
19,848,017
—

Russell Inv Multi-Strategy Income Y

8.04
11,053,485
—

Russell Inv Short Duration Bond Y

5.04
6,925,671
—

Russell Inv Long Duration Bond Y

4.99
6,859,579
—

Russell Inv Global Real Estate Secs Y

2.96
4,068,076
—

Russell Inv Multifactor Intl Eq Y

2.49
3,429,532
—

Russell Inv US Small Cap Equity Y

2.43
3,345,057
—