Morningstar

Russell Investments Multi-Strategy Income Fund Class C RMYCX

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return $10.16  /  −0.10 %
  • Fund Size $274.0M
  • Adjusted Expense Ratio 1.780%
  • Net Expense Ratio 1.780%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.83%
  • Turnover Ratio 95%
NAV and 1-Day Return as of

Morningstar’s Analysis RMYCX

Will RMYCX outperform in the 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 RMYCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Inv Multi-Strategy Income C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RMYCX

More RMYCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Cash Management Fund

12.37 36M
Cash and Equivalents

Credit Default Swap

6.02 18M
Derivative

Us Dollar

4.05 12M
Cash and Equivalents

British Pound Dollar

1.20 4M
Cash and Equivalents

Real Alloy

1.10 3M
—

Microsoft Corp

1.09 3M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

1.03 3M
Technology

Apple Inc

0.98 3M
Technology

NVIDIA Corp

0.87 3M
Technology

Welltower Inc

0.83 2M
Real Estate

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