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Russell Inv Lifepoints Moderate Strat R4 RMLUX

Quantitative rating as of
NAV / 1-Day Return
8.77  /  0.23 %
Total Assets
162.5 Mil
Adj. Expense Ratio
0.490%
Expense Ratio
1.030%
Distribution Fee Level
Below Average
Share Class Type
Retirement, Medium
Category
Allocation—30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.88%
Turnover
53%

Morningstar’s Analysis RMLUX

Will RMLUX outperform in future?

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

Summary

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Weakness in Russell Inv Lifepoints Moderate Strat R4's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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