Morningstar

Russell Investments U.S. Strategic Equity Fund Class Y RUSPX

Morningstar Medalist Rating
Medalist Rating as of | See Russell Investments Investment Hub
  • NAV / 1-Day Return 19.10  /  −0.31 %
  • Total Assets 2.8B
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10M
  • Status Open
  • TTM Yield 0.71%
  • Turnover 61%

USD | NAV as of Oct 07, 2026 | 1-Day Return as of Oct 07, 2026, 10:29 PM GMT+0

Morningstar’s Analysis RUSPX

Will RUSPX outperform in the 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 RUSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Russell Inv US Strategic Equity Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RUSPX

More RUSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.78 52M
Technology

Apple Inc

5.44 37M
Technology

Microsoft Corp

4.90 33M
Technology

Alphabet Inc Class A

3.70 25M
Communication Services

Amazon.com Inc

3.42 23M
Consumer Cyclical

U.S. Cash Management Fund

3.06 21M
Cash and Equivalents

Broadcom Inc

2.21 15M
Technology

Alphabet Inc Class C

1.92 13M
Communication Services

Meta Platforms Inc Class A

1.87 13M
Communication Services

Micron Technology Inc

1.68 11M
Technology

Sponsor Center