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Morningstar

Russell Inv Lifepoints Moderate Strat R5 RMLVX

Morningstar Analyst Rating
Quantitative rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 8.78  /  0.90 %
  • Total Assets 161.9 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 1.280%
  • Distribution Fee Level Above 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 2.41%
  • Turnover 8%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis RMLVX

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

People Pillar

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

Summary

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Weakness in Russell Inv Lifepoints Moderate Strat R5's People and Process 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-costliest quintile among peers.

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