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.
- NAV / 1-Day Return 59.84 / 0.25 %
- Total Assets 6.4 Bil
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Adj. Expense Ratio
- 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.