RELVX Mutual Fund
RELVX Mutual Fund
RELVX Mutual Fund
Russell LifePoints Equity Aggressive Strategy Fund Class R5
RELVX Mutual Fund Overview
RELVX Mutual Fund (Russell LifePoints Equity Aggressive Strategy Fund Class R5) is managed by Russell Investments with $4.0M in net assets. RELVX expense ratio is 1.45%, holding 11 positions across various sectors. Inception date: 1998-03-24.
RELVX performance shows a YTD return of 10.08%. The 1-year return is 21.22% and the 5-year return is 9.79%. RELVX dividend yield stands at 10.54%, paid quarterly.
RELVX top holdings include Russell Investments Global Equity Fund Class Y (29.1%), Multifactor U.s. Equity (14.9%), U.S. Strategic Equity Fund (13.3%), Multifactor International Equity Fund (13.1%), Fannie Mae Pool 3.5%08/01/2042 (7.6%). View all RELVX holdings, sector breakdown, or dividend history.
RELVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RELVX alternatives are available via the screener, along with tax-loss harvesting opportunities.