Russell Inv US Strategic Equity 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.
Russell Investments U.S. Strategic Equity Fund Class C RSECX
- NAV / 1-Day Return 17.43 / +0.06 %
- Total Assets 3.0B
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.830%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.08%
- Turnover 61%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis RSECX
Will RSECX 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 RSECX 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 RSECX’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 33.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.12 | 46M | Technology |
Apple Inc | 5.36 | 35M | Technology |
Microsoft Corp | 4.11 | 27M | Technology |
Alphabet Inc Class A | 4.06 | 26M | Communication Services |
Amazon.com Inc | 3.73 | 24M | Consumer Cyclical |
Broadcom Inc | 3.04 | 20M | Technology |
U.S. Cash Management Fund | 2.55 | 17M | Cash and Equivalents |
Alphabet Inc Class C | 2.25 | 15M | Communication Services |
Meta Platforms Inc Class A | 2.02 | 13M | Communication Services |
Mastercard Inc Class A | 1.26 | 8M | Financial Services |