RBLRX Mutual Fund
RBLRX Mutual Fund
Russell Lifepoints Balanced Strategy Fund Class R1
RBLRX Mutual Fund Overview
RBLRX Mutual Fund (Russell Lifepoints Balanced Strategy Fund Class R1) is managed by Russell Investments with $11.8M in net assets. RBLRX expense ratio is 0.93%, holding 13 positions across sectors including Unknown, Other. Inception date: 2006-06-06.
RBLRX performance shows a YTD return of 7.88%. The 1-year return is 16.66% and the 5-year return is 6.56%. RBLRX dividend yield stands at 8.02%, paid quarterly.
RBLRX top holdings include Russell Investments Global Equity Fund Class Y (29.7%), Investment Grade Bond Fund (16.9%), Multifactor U.s. Equity (10.8%), Multi-strategy Income Fund (7.9%), Strategic Bond Fund (6.8%). View all RBLRX holdings, sector breakdown, or dividend history.
RBLRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBLRX alternatives are available via the screener, along with tax-loss harvesting opportunities.