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Morningstar

Russell Inv US Strategic Equity C RSECX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 15.71  /  +0.83 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    1.730%
  • Expense Ratio 1.860%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.05%
  • Turnover 57%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:06 AM GMT+0

Morningstar’s Analysis RSECX

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

  • 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.

Weakness in Russell Inv US Strategic Equity C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RSECX

More RSECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.54 224.0 Mil
Technology

Apple Inc

5.47 162.6 Mil
Technology

Amazon.com Inc

3.42 101.5 Mil
Consumer Cyclical

Alphabet Inc Class A

3.09 91.9 Mil
Communication Services

U.S. Cash Management Fund

2.50 74.3 Mil
Cash and Equivalents

NVIDIA Corp

2.36 70.1 Mil
Technology

UnitedHealth Group Inc

1.95 58.0 Mil
Healthcare

Mastercard Inc Class A

1.94 57.6 Mil
Financial Services

Meta Platforms Inc Class A

1.51 44.9 Mil
Communication Services

Accenture PLC Class A

1.07 31.8 Mil
Technology