Russell Mutual Funds List
Here you can find all mutual funds issued by Russell and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 25
- Avg. Expense Ratio
- 0.73%
- Avg. 1 Year Return
- 14.84%
- Avg. 5 Year Return
- 5.38%
- Median Risk/Return Score
- 67 / 100
Russell Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Russell Investments LifePoints Growth Strategy Fun... | Diversified Portfolio | Mar 23, 1998 | 0.75% | 9.07% | 8.12% | 10.65% | 68 | ||||||||
| Russell Investments LifePoints Balanced Strategy F... | Diversified Portfolio | Mar 23, 1998 | 0.76% | 6.82% | 6.02% | 6.81% | 65 | ||||||||
| Russell Investments LifePoints Conservative Strate... | Diversified Portfolio | Mar 23, 1998 | 0.67% | 2.14% | 2.50% | 3.73% | 54 | ||||||||
| Russell Investments LifePoints Equity Growth Strat... | Diversified Portfolio | Mar 23, 1998 | 0.72% | 10.23% | 8.98% | 9.59% | 68 | ||||||||
| Russell Investments Multi-Asset Growth Strategy Fu... | Global Allocation | Mar 6, 2017 | 0.91% | 6.86% | — | 4.09% | 69 | ||||||||
| Russell Investments LifePoints Moderate Strategy F... | Diversified Portfolio | Mar 23, 1998 | 0.74% | 4.52% | 4.04% | 3.09% | 62 | ||||||||
| Russell Investments Multi-Strategy Income Fund | Diversified Portfolio | Apr 30, 2015 | 0.57% | 5.76% | 5.09% | 3.81% | 79 |
Explore top Russell Mutual Fund Categories and Asset Classes
Russell Equity Mutual fundsRussell Bond Mutual fundsRussell Multi-Asset Mutual fundsRussell Real Estate Mutual fundsRussell Diversified Portfolio Mutual fundsRussell Large Cap Blend Equities Mutual fundsRussell Foreign Large Cap Equities Mutual fundsRussell Dividend Mutual fundsRussell Emerging Markets Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Russell Mutual funds by Risk/Return Score
The top Russell Mutual funds by PortfoliosLab Risk/Return Score are RFBSX (92) and REAYX (91).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Russell Investments Short Duration Bond Fund | 92 | — | Oct 1981 | |
| Russell Investments Equity Income Fund | 91 | — | Mar 2000 | |
| Russell Investments Opportunistic Credit Fund | 89 | — | Sep 2010 | |
| Russell Investments Tax-Exempt High Yield Bond Fun... | 89 | — | May 2015 | |
| Russell Investments U.S. Small Cap Equity Fund | 84 | — | Mar 2000 |
Best-Performing Russell Mutual funds Over 5 Years
The top Russell Mutual funds is RTDYX (12.08%).
Across the lineup, Russell Mutual funds show an average 1-year return of 14.84% and an average 5-year return of 5.38%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Russell Investments Multifactor U.S. Equity Fund | 12.08% | — | Jul 2014 | |
| Russell Investments Equity Income Fund | 10.64% | — | Mar 2000 | |
| Russell Investments Global Equity Fund | 10.39% | — | Feb 2007 | |
| Russell Investments Global Infrastructure Fund | 9.71% | — | Sep 2010 | |
| Russell Investments Multifactor International Equi... | 9.63% | — | Jul 2014 |
Lowest-Cost Russell Mutual funds
The top Russell Mutual funds is RMHYX (0.26%).
With an average expense ratio of 0.73%, Russell Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Russell Investments Multifactor Bond Fund | 0.26% | — | Nov 2019 | |
| Russell Investments Investment Grade Bond Fund | 0.32% | — | Mar 2000 | |
| Russell Investments Multifactor U.S. Equity Fund | 0.35% | — | Jul 2014 | |
| Russell Investments Multifactor International Equi... | 0.44% | — | Jul 2014 | |
| Russell Investments Strategic Bond Fund | 0.45% | — | Jun 2005 |
Highest-Yield Russell Mutual funds
The top Russell Mutual funds is RTDYX (31.53%).
Across the lineup, Russell Mutual funds show an average dividend yield of 7.17%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Russell Investments Multifactor U.S. Equity Fund | 31.53% | — | Jul 2014 | |
| Sustainable Equity Fund | 13.27% | — | Mar 2000 | |
| Russell Investments Equity Income Fund | 12.84% | — | Mar 2000 | |
| Russell Investments U.S. Strategic Equity Fund | 10.68% | — | Aug 2012 | |
| Russell Investments LifePoints Growth Strategy Fun... | 10.65% | — | Mar 1998 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
RMYYX vs. RTDYXRMYYX vs. FDFIXRMYYX vs. RFBSXRMYYX vs. RGEAXRMYYX vs. REMSXRALVX vs. SPYGRALVX vs. RFCYXRALVX vs. RFBSXRALVX vs. RSEAXRALVX vs. RFAYXRCLVX vs. RGIYXRCLVX vs. RGEAXRCLVX vs. RTDYXRCLVX vs. RSEAXRCLVX vs. REBYXRELVX vs. VITAXRELVX vs. RLVSXRELVX vs. RINYXRELVX vs. RSEAXRELVX vs. REBYXRBLVX vs. RGEAXRBLVX vs. DGTSXRBLVX vs. TSAIXRBLVX vs. REBYXRBLVX vs. AVEFXRMLVX vs. RGEAXRMLVX vs. NWQIXRMLVX vs. FSRTXRMLVX vs. RFAYXRMLVX vs. BWBIXRMGSX vs. RGEAXRMGSX vs. RLVSXRMGSX vs. JNSMXRMGSX vs. GIMFXRMGSX vs. GBFFX