RTXSX Mutual Fund
RTXSX Mutual Fund
RTXSX Mutual Fund
Russell Tax-Managed Real Assets Fund Class S
RTXSX Mutual Fund Overview
RTXSX Mutual Fund (Russell Tax-Managed Real Assets Fund Class S) is managed by Russell Investments with $942.6M in net assets. RTXSX expense ratio is 1.07%, holding 420 positions across sectors including Real Estate, Energy, Utilities. Inception date: 2019-06-10.
RTXSX performance shows a YTD return of 17.29%. The 1-year return is 27.45% and the 5-year return is 6.79%. RTXSX dividend yield stands at 2.64%, paid annually.
RTXSX 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 RTXSX holdings, RTXSX sectors, or RTXSX dividends.
RTXSX can be compared against other funds. Use RTXSX overlap to find shared positions, or RTXSX vs another fund for a side-by-side view. RTXSX alternatives are available via the screener, along with tax-loss harvesting opportunities.