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3 Russell Investments Mutual Funds for Stable Returns
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Russell Investments manages $302.7 billion in assets and provides mutual funds that employ a diverse and flexible investment strategy. The approach involves spreading investments across 140 asset classes, including stocks and bonds well as alternative assets, like infrastructure and private equity. This diversification helps in lowering risks and boosting returns, recognizing that no single asset category or manager consistently outperforms others.
Russell Investments’ mutual funds focus on net-of-fee performance, emphasizing efficiency and cost savings. By incorporating environmental, social and governance factors, Russell Investments’ mutual funds support long-term investment objectives and align portfolios with responsible investing principles. All these attributes make Russell Investments’ mutual funds a reliable choice for investment.
Investing in Russell Investments mutual funds seems to be judicious as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three Russell Investments mutual funds that investors should buy now for the long term. These funds possess a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and expense ratios considerably lower than the category average. So, these funds have provided a comparatively strong performance along with lower fees.
Russell Investments Multifactor U.S. Equity Fund (RTDSX - Free Report) invests most of its assets in equity securities that are closely linked to the U.S. economy. RTDSX advisors also invest in common stocks of large, medium and small-capitalization U.S. companies.
Nick Zylkowski has been the lead manager of RTDSX since Mar 15, 2019. Most of the fund’s holdings were in companies like Microsoft (6.6%), Apple Inc. (6%) and NVIDIA Corp (3.1%) as of Jan 31, 2024.
RTDSX’s 3-year and 5-year returns are 7.4% and 11.8%, respectively. The annual expense ratio is 0.55%. RTDSX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Russell Investments Multifactor International Equity Fund (RTISX - Free Report) invests most of its assets, along with borrowings, in equity securities such as common stocks.
Andrew Zenonos has been the lead manager of RTISX since Dec 30, 2023. Most of the fund's holdings were in companies like Novo Nordisk A/S (2.1%), ASML Holding N.V. (1.7%) and Nestlé S.A. (1.3%) as of Jan 31, 2024.
RTISX's 3-year and 5-year annualized returns are 2.8% and 5.2%, respectively. The annual expense ratio is 0.64%. RTISX has a Zacks Mutual Fund Rank #1.
Russell Investments Global Equity Fund (RGDTX - Free Report) invests the majority of its assets in equity securities, such as common and preferred stocks.
Jon Eggins has been the lead manager of RGDTX since Feb 13, 2015. Most of the fund’s holdings were in companies like Microsoft (3.8%), Alphabet Inc. (2.5%) and Meta Platforms, Inc. (2.4%) as of Jan 31, 2024.
RGDTX 's 3-year and 5-year annualized returns are 5.2% and 10.4%, respectively. The annual expense ratio is 0.89%. RGDTX has a Zacks Mutual Fund Rank #2.
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3 Russell Investments Mutual Funds for Stable Returns
Russell Investments manages $302.7 billion in assets and provides mutual funds that employ a diverse and flexible investment strategy. The approach involves spreading investments across 140 asset classes, including stocks and bonds well as alternative assets, like infrastructure and private equity. This diversification helps in lowering risks and boosting returns, recognizing that no single asset category or manager consistently outperforms others.
Russell Investments’ mutual funds focus on net-of-fee performance, emphasizing efficiency and cost savings. By incorporating environmental, social and governance factors, Russell Investments’ mutual funds support long-term investment objectives and align portfolios with responsible investing principles. All these attributes make Russell Investments’ mutual funds a reliable choice for investment.
Investing in Russell Investments mutual funds seems to be judicious as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three Russell Investments mutual funds that investors should buy now for the long term. These funds possess a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and expense ratios considerably lower than the category average. So, these funds have provided a comparatively strong performance along with lower fees.
Russell Investments Multifactor U.S. Equity Fund (RTDSX - Free Report) invests most of its assets in equity securities that are closely linked to the U.S. economy. RTDSX advisors also invest in common stocks of large, medium and small-capitalization U.S. companies.
Nick Zylkowski has been the lead manager of RTDSX since Mar 15, 2019. Most of the fund’s holdings were in companies like Microsoft (6.6%), Apple Inc. (6%) and NVIDIA Corp (3.1%) as of Jan 31, 2024.
RTDSX’s 3-year and 5-year returns are 7.4% and 11.8%, respectively. The annual expense ratio is 0.55%. RTDSX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Russell Investments Multifactor International Equity Fund (RTISX - Free Report) invests most of its assets, along with borrowings, in equity securities such as common stocks.
Andrew Zenonos has been the lead manager of RTISX since Dec 30, 2023. Most of the fund's holdings were in companies like Novo Nordisk A/S (2.1%), ASML Holding N.V. (1.7%) and Nestlé S.A. (1.3%) as of Jan 31, 2024.
RTISX's 3-year and 5-year annualized returns are 2.8% and 5.2%, respectively. The annual expense ratio is 0.64%. RTISX has a Zacks Mutual Fund Rank #1.
Russell Investments Global Equity Fund (RGDTX - Free Report) invests the majority of its assets in equity securities, such as common and preferred stocks.
Jon Eggins has been the lead manager of RGDTX since Feb 13, 2015. Most of the fund’s holdings were in companies like Microsoft (3.8%), Alphabet Inc. (2.5%) and Meta Platforms, Inc. (2.4%) as of Jan 31, 2024.
RGDTX 's 3-year and 5-year annualized returns are 5.2% and 10.4%, respectively. The annual expense ratio is 0.89%. RGDTX has a Zacks Mutual Fund Rank #2.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top performing mutual funds, each week. Get it free >>