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Russell Inv US Strategic Equity M (RUSTX)

14.12
-0.06
(-0.42%)
At close: 8:02:11 PM EDT
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  • Previous Close 14.18
  • YTD Return -4.75%
  • Expense Ratio 0.75%
  • Category Large Blend
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.99B
  • Beta (5Y Monthly) 1.00
  • Yield 0.74%
  • 5y Average Return --
  • Holdings Turnover 51.00%
  • Last Dividend 0.03
  • Inception Date Aug 6, 2012

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 economically tied to the U.S. The fund invests principally in common stocks of medium and large capitalization U.S. companies. The managers define 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 Blend

Fund Category

2.99B

Net Assets

2012-08-06

Inception Date

Performance Overview: RUSTX

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

YTD Return

RUSTX
4.75%
Category
5.31%
 

1-Year Return

RUSTX
3.26%
Category
20.31%
 

3-Year Return

RUSTX
7.11%
Category
6.48%
 

5-Year Return

RUSTX
16.69%
Category
11.78%
 

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Holdings: RUSTX

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Sector Weightings

SectorRUSTX
Technology   30.58%
Healthcare   11.26%
Industrials   10.16%
Energy   3.46%
Utilities   2.86%
Real Estate   1.61%

Recent News: RUSTX

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Research Reports: RUSTX

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