RTXMX Mutual Fund

RTXMX Mutual Fund (Russell Tax-Managed Real Assets Fund Class M) is managed by Russell Investments with $492.3M in net assets. RTXMX expense ratio is 0.97%, holding 420 positions across sectors including Real Estate, Energy, Utilities. Inception date: 2019-06-10.

RTXMX performance shows a YTD return of 17.37%. The 1-year return is 27.58% and the 5-year return is 6.89%. RTXMX dividend yield stands at 2.74%, paid annually.

RTXMX top holdings include Welltower, Inc. (4.5%), Prologis Inc (3.9%), Equinix Inc. Real Estate Investment Trust (3.8%), Realty Income Corp. (2.2%), Simon Property Group Inc (2.1%). Go to all RTXMX holdings, RTXMX sectors, or RTXMX dividends.

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