RTOUX Mutual Fund
RTOUX Mutual Fund
Russell Tax-Managed US Mid & Small Cap Fund Class M
RTOUX Mutual Fund Overview
RTOUX Mutual Fund (Russell Tax-Managed US Mid & Small Cap Fund Class M) is managed by Russell Investments with $599.4M 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 19.98%. The 1-year return is 31.84% and the 5-year return is 5.77%. RTOUX dividend yield stands at 0.51%, 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%). View all RTOUX holdings, sector breakdown, or dividend history.
RTOUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RTOUX alternatives are available via the screener, along with tax-loss harvesting opportunities.