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NasdaqGM - Delayed Quote USD

Russell Investment Tax-Managed U.S. Large Cap Fund (RETSX)

75.62
-1.59
(-2.06%)
At close: 8:04:24 PM EDT
Loading Chart for RETSX
  • Previous Close 77.21
  • YTD Return -4.61%
  • Expense Ratio 0.91%
  • Category Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 9.25B
  • Beta (5Y Monthly) 0.98
  • Yield 0.51%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.41
  • Inception Date Oct 7, 1996

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 large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization companies as those companies represented by the S&P 500® Index or with market capitalization within the capitalization range of the S&P 500® Index.

Russell

Fund Family

Large Blend

Fund Category

9.25B

Net Assets

1996-10-07

Inception Date

Performance Overview: RETSX

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Trailing returns as of 4/15/2025. Category is Large Blend.

YTD Return

RETSX
4.61%
Category
5.31%
 

1-Year Return

RETSX
3.94%
Category
20.31%
 

3-Year Return

RETSX
7.17%
Category
6.48%
 

5-Year Return

RETSX
16.28%
Category
11.78%
 

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Holdings: RETSX

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Sector Weightings

SectorRETSX
Technology   29.41%
Healthcare   12.51%
Industrials   7.23%
Energy   3.97%
Utilities   2.72%
Real Estate   0.89%

Recent News: RETSX

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Research Reports: RETSX

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