Nasdaq - Delayed Quote USD

Russell Inv Tax-Managed US Large Cap A (RTLAX)

85.56 -0.40 (-0.47%)
At close: 8:06 AM EST
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DELL
  • Previous Close 85.96
  • YTD Return 17.56%
  • Expense Ratio 1.18%
  • Category Large Blend
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 9.36B
  • Beta (5Y Monthly) 0.98
  • Yield 0.29%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.23
  • Inception Date Dec 1, 1999

The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization stocks as stocks of those companies represented by the S&P 500? Index or within the capitalization range of the S&P 500? Index.

Russell

Fund Family

Large Blend

Fund Category

9.36B

Net Assets

1999-12-01

Inception Date

Performance Overview: RTLAX

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Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

RTLAX
17.56%
Category
5.31%
?

1-Year Return

RTLAX
33.38%
Category
20.31%
?

3-Year Return

RTLAX
6.41%
Category
6.48%
?

5-Year Return

RTLAX
13.02%
Category
11.78%
?

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Holdings: RTLAX

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Top 9 Holdings (29.95% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.35%
AAPL
Apple Inc. 6.26%
NVDA
NVIDIA Corporation 4.44%
AMZN
Amazon.com, Inc. 3.67%
META
Meta Platforms, Inc. 2.27%
GOOG
Alphabet Inc. 2.11%
UNH
UnitedHealth Group Incorporated 1.80%
GOOGL
Alphabet Inc. 1.68%
MA
Mastercard Incorporated 1.36%

Sector Weightings

Recent News: RTLAX

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Research Reports: RTLAX

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