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Russell Inv Equity Income Y (REAYX)

22.70
+0.05
+(0.22%)
As of 8:07:06 AM EDT. Market Open.
Loading Chart for REAYX
  • Previous Close 22.65
  • YTD Return 3.01%
  • Expense Ratio 0.67%
  • Category Large Value
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 162.64M
  • Beta (5Y Monthly) 0.84
  • Yield 2.03%
  • 5y Average Return --
  • Holdings Turnover 35.00%
  • Last Dividend 0.13
  • Inception Date Sep 2, 2008

The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities. It invests principally in common stocks of dividend-paying large and medium capitalization U.S. companies. The manager defines large and medium capitalization companies as those companies represented by the Russell 1000® Index or with market capitalization within the capitalization range of the Russell 1000® Index.

Russell

Fund Family

Large Value

Fund Category

162.64M

Net Assets

2008-09-02

Inception Date

Performance Overview: REAYX

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Trailing returns as of 4/30/2025. Category is Large Value.

YTD Return

REAYX
3.01%
Category
4.44%
 

1-Year Return

REAYX
6.29%
Category
14.37%
 

3-Year Return

REAYX
6.35%
Category
6.04%
 

5-Year Return

REAYX
17.16%
Category
9.20%
 

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Holdings: REAYX

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Sector Weightings

SectorREAYX
Healthcare   17.30%
Industrials   10.76%
Technology   9.21%
Energy   8.00%
Real Estate   5.83%
Utilities   5.38%

Recent News: REAYX

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Research Reports: REAYX

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