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Russell Inv Tax-Managed US Mid&Sm Cap S RTSSX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis RTSSX

Will RTSSX 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 Mid&Sm Cap S'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-costliest quintile among peers.

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