RIFAX Mutual Fund

RIFAX Mutual Fund (Russell US Strategic Equity Fund) is managed by Russell Investments with $661.9M in net assets. RIFAX expense ratio is 0.87%, holding 528 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 1997-01-02.

RIFAX performance shows a YTD return of 12.28%. The 1-year return is 17.53% and the 5-year return is 16.54%. RIFAX dividend yield stands at 8.72%, paid quarterly.

RIFAX top holdings include Nvidia Corp (6.5%), Apple, Inc (5.3%), Microsoft Corp (4.5%), Alphabet Inc,class A (4.1%), Amazon.Com Inc (3.7%). Go to all RIFAX holdings, RIFAX sectors, or RIFAX dividends.

RIFAX can be compared against other funds. Use RIFAX overlap to find shared positions, or RIFAX vs another fund for a side-by-side view. RIFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.