Balanced Strategy Fund Quote
| RBLSX Fund | USD 11.24 0.08 0.72% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Balanced Strategy is trading at 11.24 as of the 26th of November 2024; that is 0.72 percent up since the beginning of the trading day. The fund's open price was 11.16. Balanced Strategy has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Balanced Strategy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The adviser intends the funds strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.. More on Balanced Strategy Fund
Balanced Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Russell, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
Balanced Strategy Fund [RBLSX] is traded in USA and was established 26th of November 2024. Balanced Strategy is listed under Russell category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Russell family. This fund at this time has accumulated 1.79 B in assets with no minimum investment requirementsBalanced Strategy is currently producing year-to-date (YTD) return of 11.84% with the current yeild of 0.02%, while the total return for the last 3 years was 2.86%.
Check Balanced Strategy Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Strategy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Strategy Fund Mutual Fund Constituents
| REBYX | Us Small Cap | Mutual Fund | Small Blend | |
| REMYX | Emerging Markets Fund | Mutual Fund | Diversified Emerging Mkts | |
| RFCYX | Strategic Bond Fund | Mutual Fund | Intermediate Core-Plus Bond | |
| RGCYX | Global Opportunistic Credit | Mutual Fund | Multisector Bond | |
| RLGYX | Global Equity Fund | Mutual Fund | World Large-Stock Blend | |
| RMHYX | Russell Investments Multifactor | Mutual Fund | Long-Term Bond | |
| RMYYX | Multi Strategy Income Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| RREYX | Global Real Estate | Mutual Fund | Global Real Estate |
Balanced Strategy Risk Profiles
| Mean Deviation | 0.3545 | |||
| Semi Deviation | 0.4675 | |||
| Standard Deviation | 0.4554 | |||
| Variance | 0.2074 |
Balanced Strategy Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Strategy financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Strategy security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |