Russell Inv Lifepoints Moderate Strat R5 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Russell Investments LifePoints Moderate Strategy Fund Class R5 RMLVX
- NAV / 1-Day Return 10.55 / +0.29 %
- Total Assets 119.7M
-
Adj. Expense Ratio
1.290%
- Expense Ratio 0.750%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Global Moderately Conservative Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.01%
- Turnover 21%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RMLVX
Will RMLVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 95.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Russell Inv Strategic Bond Y | 21.17 | 26M | — |
Russell Inv Investment Grade Bond Y | 17.24 | 21M | — |
Russell Inv Global Equity Y | 15.80 | 19M | — |
Russell Inv Multifactor US Equity Y | 10.29 | 12M | — |
Russell Inv Multi-Strategy Income Y | 8.03 | 10M | — |
Russell Inv Opportunistic Credit Y | 6.47 | 8M | — |
Russell Inv Multifactor Intl Eq Y | 4.99 | 6M | — |
Russell Inv Long Duration Bond Y | 4.88 | 6M | — |
Russell Inv Emerging Markets Y | 3.57 | 4M | — |
Russell Inv Short Duration Bond Y | 3.46 | 4M | — |
United States