Equity Growth Strategy Fund Quote

RELCX Fund  USD 13.44  0.06  0.45%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 20

 
High
 
Low
Low
Equity Growth is trading at 13.44 as of the 23rd of November 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 13.38. Equity Growth 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 Equity Growth Strategy are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of December 2022 and ending today, the 23rd 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 funds investment 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 Equity Growth Strategy

Moving against Equity Mutual Fund

  0.45RSBRX Strategic BondPairCorr

Equity Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Blend Funds, Allocation--70% to 85% Equity Funds, Allocation--70% to 85% Equity, Russell (View all Sectors)
Update Date30th of September 2024
Equity Growth Strategy [RELCX] is traded in USA and was established 23rd of November 2024. Equity Growth is listed under Russell category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of Russell family. This fund at this time has accumulated 576.02 M in assets with no minimum investment requirementsEquity Growth Strategy is currently producing year-to-date (YTD) return of 13.5% with the current yeild of 0.01%, while the total return for the last 3 years was 3.37%.
Check Equity Growth 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 Equity 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 Equity 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 Equity Growth Strategy 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 Equity Growth Strategy Mutual Fund Constituents

REBYXUs Small CapMutual FundSmall Blend
REMYXEmerging Markets FundMutual FundDiversified Emerging Mkts
RGCYXGlobal Opportunistic CreditMutual FundMultisector Bond
RLGYXGlobal Equity FundMutual FundWorld Large-Stock Blend
RMGYXMulti Asset Growth StrategyMutual FundWorld Allocation
RREYXGlobal Real EstateMutual FundGlobal Real Estate
RTDYXSelect Equity FundMutual FundLarge Blend
RTIYXSelect International EquityMutual FundForeign Large Value
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Equity Growth Strategy Risk Profiles

Equity Growth Against Markets

Other Information on Investing in Equity Mutual Fund

Equity Growth financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Growth security.
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