Russell Inv Multi-Strategy Income Y 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 Multi-Strategy Income Fund Class Y RMYYX
- NAV / 1-Day Return $10.39 / 0.00
- Fund Size $274.0M
- Adjusted Expense Ratio 0.580%
- Net Expense Ratio 0.580%
- Fee Level: Distribution Below Average
- Share Class Type Institutional
- Morningstar Category Global Moderately Conservative Allocation
- Equity Style Box (Funds) Large Blend
- Fixed-Income Style Box (Funds) —
- Investment Status Open
- TTM Yield 3.93%
- Turnover Ratio 95%
Morningstar’s Analysis RMYYX
Will RMYYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |