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Morningstar

Russell Inv Short Duration Bond A RSBTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 18.40  /  0.00
  • Total Assets 382.8 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.56%
  • Effective Duration 2.02 years

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:28 AM GMT+00:00

Morningstar’s Analysis RSBTX

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

People Pillar

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

Summary

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Russell Inv Short Duration Bond A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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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