RTEAX Mutual Fund

RTEAX Mutual Fund

NAV$21.65
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Fund Essentials - as of Apr 30, 2026

Net Assets
$44M
Expense Ratio
0.80%
Dividend Yield (Current)
3.27%
Holdings
3,413
Inception Date
Jun 8, 2010
Fund Family
Russell Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.29%
1 Year+4.10%
3 Year+2.90%
5 Year+0.57%
10 Year+1.72%

Asset Allocation

Bonds: 100.00%
Other: 0.01%
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Top Holdings

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TickerNameWeight
-Wisconsin St Hlth & Eductnl Facs Auth Revenue 02/15/20500.65%
-East Baton Rouge Parish Industrial Development Board Inc0.55%
KY KYSPWR 01/01/2055Kentucky Inc Ky Var 01/550.54%
AL SEEPWR 10/01/2055Southeast Energy Authority A Cooperative District0.51%
-California Cmnty Choice Fing Auth Clean Energy Proj Rev Var 01-Apr-20560.44%
Top 10 Concentration: 4.71%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.27%
Frequency
Monthly
Latest Distribution
$0.04
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RTEAX Mutual Fund Overview

RTEAX Mutual Fund (Russell Tax-Exempt Bond Fund Class A) is managed by Russell Investments with $43.6M in net assets. RTEAX expense ratio is 0.80%, holding 3413 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2010-06-08.

RTEAX performance shows a YTD return of 0.29%. The 1-year return is 4.10% and the 5-year return is 0.57%. RTEAX dividend yield stands at 3.27%, paid monthly.

RTEAX top holdings include Wisconsin St Hlth & Eductnl Facs Auth Revenue 02/15/2050 (0.7%), East Baton Rouge Parish Industrial Development Board Inc (0.6%), Kentucky Inc Ky Var 01/55 (0.5%), Southeast Energy Authority A Cooperative District (0.5%), California Cmnty Choice Fing Auth Clean Energy Proj Rev Var 01-Apr-2056 (0.4%). Go to all RTEAX holdings, RTEAX sectors, or RTEAX dividends.

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