Morningstar

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

Morningstar Medalist Rating
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Medalist Rating as of See Russell Investments Investment Hub
  • NAV / 1-Day Return $18.69  /  −0.59 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.470%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $10M
  • Investment Status Open
  • TTM Yield 0.71%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

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
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Portfolio Holdings RUSPX

More RUSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

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Technology

Apple Inc

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Technology

Microsoft Corp

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U.S. Cash Management Fund

4.30 30M
Cash and Equivalents

Alphabet Inc Class A

3.76 26M
Communication Services

Amazon.com Inc

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Consumer Cyclical

Meta Platforms Inc Class A

2.38 16M
Communication Services

E-mini Nasdaq 100 Future Dec 26

2.14 15M
—

E-mini Russell 2000 Index Future Dec 26

2.12 15M
—

Broadcom Inc

2.04 14M
Technology

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