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Intro Guide to the Russell US Small Cap Equity S Fund (RLESX)


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Russell US Small Cap Equity S (RLESX - MF report) a Zacks Rank #1 (Strong Buy) was incepted in September 2008. RLESX seeks growth of capital over the long run. RLESX invests large chunk of its assets in securities of small-cap companies that are based in the U.S. RLESX primarily invest in common stock of companies, which may also include micro-cap ones. RLESX invests in stocks of companies with market capitalizations within the range of the Russell 2000 Index.

This fund, as of the last filing, allocates their fund in three major groups; Small Value, Small Growth and Large Value. Further, as of the last filing, MDC Partners, Potlatch and South Jersey Industries were the top holdings for RLESX.

Russell US Small Cap Equity S, managed by Russell Funds, carries an expense ratio of 1.01%. Moreover, RLESX requires a minimal initial investment of $0.

RLESX has a history of positive total returns for over 5 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 0.14%, 3 year 5.19% and 5 year 11.14%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

RLESX’s performance, as of the last filing, when compared to funds in its category was in the top 80% in 1 year, top 75% over the past 3 years, and in the 59% over the past 5 years.

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