Weakness in Russell Inv Tax-Managed US Large Cap C's People and Process 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 highest quintile among peers.
- NAV / 1-Day Return 57.15 / 1.31 %
- Total Assets 6.5 Bil
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Adj. Expense Ratio
- Expense Ratio 1.920%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 46%
Morningstar’s Analysis RTLCX
Will RTLCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.