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Russell Inv Tax-Managed US Large Cap A RTLAX

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%

Morningstar’s Analysis RTLAX

Will RTLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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