Morningstar

Russell Investments Multifactor U.S. Equity Fund Class Y RTDYX

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return $14.89  /  −0.53 %
  • Fund Size $273.9M
  • Adjusted Expense Ratio 0.440%
  • Net Expense Ratio 0.440%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 0.95%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis RTDYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Inv Multifactor US Equity 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RTDYX

More RTDYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.00 20M
Technology

Apple Inc

6.58 19M
Technology

Microsoft Corp

5.47 16M
Technology

Amazon.com Inc

3.32 9M
Consumer Cyclical

Alphabet Inc Class A

3.17 9M
Communication Services

Broadcom Inc

2.17 6M
Technology

U.S. Cash Management Fund

1.80 5M
Cash and Equivalents

Alphabet Inc Class C

1.74 5M
Communication Services

Meta Platforms Inc Class A

1.52 4M
Communication Services

Micron Technology Inc

1.41 4M
Technology

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