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Morningstar

Russell Inv Tax-Managed US Large Cap A RTLAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 59.84  /  0.25 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.34%
  • Turnover 46%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:24 AM GMT+00:00

Morningstar’s Analysis RTLAX

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

People Pillar

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

Summary

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Weakness in Russell Inv Tax-Managed US Large Cap A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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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