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 Mutual Funds to Consider for Portfolio Growth
Read MoreHide Full Article
Founded in 1936, Russell Investments offers mutual funds in the equity, fixed income, and multi-asset classes and manages has $516.6 billion in global assets under management. The majority of Russell portfolios are constructed using a multi-manager approach and are managed by several unaffiliated money managers at one time. ESG (environmental, social, and governance) considerations are an important element in its investment approach, making it a reliable investment option.
We have chosen two Russell mutual funds, Russell Investments Opportunistic Credit Fund (RGOTX - Free Report) and Russell Inv Tax-Exempt Bond (RLVSX - Free Report) , which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), 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 stronger performance and carry a lower fee.
Russell Inv Global Equity fund invests in credit-related instruments and is managed through a multi-manager strategy.
Brian Pringle has been the lead manager of RGOTX since Jan. 17, 2025. Most of the fund’s holdings were in companies like Misc Bonds (71.2%), Cash (19.9%) and Equities (0.9%) as of Jan. 31, 2026.
RGOTX’s 3-year and 5-year annualized returns are 7.9% and 3.4%, respectively. Its net expense ratio is 0.68%. RGOTX 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 Inv Tax-Exempt Bond fund seeks to provide a high level of federal tax-exempt current income by investing primarily in a diversified portfolio of investment-grade municipal securities.
Riti Samanta has been the lead manager of RLVSX since Jan. 17, 2025. Most of the fund’s holdings were in companies like Misc Bonds (81.8%), Other (2%), and Puerto Rico Sales Tax Financing Corp (1.1%) as of Oct. 31, 2025.
RLVSX’s 3-year and 5-year annualized returns are 3.3% and 1.2%, respectively. Its net expense ratio is 0.51%. RLVSX has a Zacks Mutual Fund Rank #1.
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 >>
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
3 Russell Mutual Funds to Consider for Portfolio Growth
Founded in 1936, Russell Investments offers mutual funds in the equity, fixed income, and multi-asset classes and manages has $516.6 billion in global assets under management. The majority of Russell portfolios are constructed using a multi-manager approach and are managed by several unaffiliated money managers at one time. ESG (environmental, social, and governance) considerations are an important element in its investment approach, making it a reliable investment option.
We have chosen two Russell mutual funds, Russell Investments Opportunistic Credit Fund (RGOTX - Free Report) and Russell Inv Tax-Exempt Bond (RLVSX - Free Report) , which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), 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 stronger performance and carry a lower fee.
Russell Inv Global Equity fund invests in credit-related instruments and is managed through a multi-manager strategy.
Brian Pringle has been the lead manager of RGOTX since Jan. 17, 2025. Most of the fund’s holdings were in companies like Misc Bonds (71.2%), Cash (19.9%) and Equities (0.9%) as of Jan. 31, 2026.
RGOTX’s 3-year and 5-year annualized returns are 7.9% and 3.4%, respectively. Its net expense ratio is 0.68%. RGOTX 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 Inv Tax-Exempt Bond fund seeks to provide a high level of federal tax-exempt current income by investing primarily in a diversified portfolio of investment-grade municipal securities.
Riti Samanta has been the lead manager of RLVSX since Jan. 17, 2025. Most of the fund’s holdings were in companies like Misc Bonds (81.8%), Other (2%), and Puerto Rico Sales Tax Financing Corp (1.1%) as of Oct. 31, 2025.
RLVSX’s 3-year and 5-year annualized returns are 3.3% and 1.2%, respectively. Its net expense ratio is 0.51%. RLVSX has a Zacks Mutual Fund Rank #1.
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 >>