RTOUX Mutual Fund

RTOUX Mutual Fund (Russell Tax-Managed US Mid & Small Cap Fund Class M) is managed by Russell Investments with $616.1M in net assets. RTOUX expense ratio is 1.11%, holding 854 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2017-03-16.

RTOUX performance shows a YTD return of 15.84%. The 1-year return is 24.11% and the 5-year return is 4.90%. RTOUX dividend yield stands at 0.49%, paid annually.

RTOUX top holdings include U.s. Cash Management Fund (2.2%), Tel Aviv Stock Exchange Ltd (0.7%), Potlatchdeltic Corporation (0.6%), Ftai Aviation Ltd (0.6%), Sandisk Corp/De (0.6%). Go to all RTOUX holdings, RTOUX sectors, or RTOUX dividends.

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