We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Russell Investments Mutual Funds for Solid Returns
Read MoreHide Full Article
Russell Investments, established in 1936, oversees a portfolio of $409.7 billion in assets. It offers a diverse range of mutual funds tailored to meet various investment requirements. Operating globally with offices in cities like London, New York and Tokyo, Russell Investments offers fixed-income funds, equity funds, real asset funds and multi-asset funds. It also provides extensive research and market insights, reflecting their commitment to innovation and corporate responsibility. All these aspects collectively position Russell Investments mutual funds as a trusted option, for investments.
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 (6.1%), Apple Inc. (5.2%) and NVIDIA Corp (4.1%) as of Apr 30, 2024.
RTDSX’s 3-year and 5-year returns are 9.2% and 13.5%, 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 (2.3%), ASML Holding N.V. (1.7%) and Shell PLC (1.4%) as of Apr 30, 2024.
RTISX's 3-year and 5-year annualized returns are 2.8% and 5.7%, 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 (3.5%), Alphabet Inc. (2.5%) and Meta Platforms, Inc. (2.5%) as of Apr 30, 2024.
RGDTX 's 3-year and 5-year annualized returns are 6.5% and 11.6%, 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 >>
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Russell Investments Mutual Funds for Solid Returns
Russell Investments, established in 1936, oversees a portfolio of $409.7 billion in assets. It offers a diverse range of mutual funds tailored to meet various investment requirements. Operating globally with offices in cities like London, New York and Tokyo, Russell Investments offers fixed-income funds, equity funds, real asset funds and multi-asset funds. It also provides extensive research and market insights, reflecting their commitment to innovation and corporate responsibility. All these aspects collectively position Russell Investments mutual funds as a trusted option, for investments.
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 (6.1%), Apple Inc. (5.2%) and NVIDIA Corp (4.1%) as of Apr 30, 2024.
RTDSX’s 3-year and 5-year returns are 9.2% and 13.5%, 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 (2.3%), ASML Holding N.V. (1.7%) and Shell PLC (1.4%) as of Apr 30, 2024.
RTISX's 3-year and 5-year annualized returns are 2.8% and 5.7%, 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 (3.5%), Alphabet Inc. (2.5%) and Meta Platforms, Inc. (2.5%) as of Apr 30, 2024.
RGDTX 's 3-year and 5-year annualized returns are 6.5% and 11.6%, 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 >>