Moderate Strategy Fund Quote
| RMLAX Fund | USD 9.68 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Moderate Strategy is trading at 9.68 as of the 22nd of November 2024; that is 0.21% up since the beginning of the trading day. The fund's open price was 9.66. Moderate Strategy has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Moderate Strategy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2023 and ending today, the 22nd 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 adviser intends its 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 Moderate Strategy Fund
Moving together with Moderate Mutual Fund
Moderate Mutual Fund Highlights
| Fund Concentration | Russell Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Russell (View all Sectors) |
| Update Date | 30th of September 2024 |
Moderate Strategy Fund [RMLAX] is traded in USA and was established 22nd of November 2024. Moderate Strategy is listed under Russell category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Russell family. This fund at this time has accumulated 415.39 M in assets with no minimum investment requirementsModerate Strategy is currently producing year-to-date (YTD) return of 7.78% with the current yeild of 0.02%, while the total return for the last 3 years was 0.56%.
Check Moderate 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 Moderate 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 Moderate 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 Moderate 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 Moderate Strategy Fund Mutual Fund Constituents
| REBYX | Us Small Cap | Mutual Fund | Small Blend | |
| REMYX | Emerging Markets Fund | Mutual Fund | Diversified Emerging Mkts | |
| RFAYX | Investment Grade Bond | Mutual Fund | Intermediate Core Bond | |
| 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 | |
| RMYYX | Multi Strategy Income Fund | Mutual Fund | Allocation--30% to 50% Equity | |
| RREYX | Global Real Estate | Mutual Fund | Global Real Estate |
Moderate Strategy Risk Profiles
| Mean Deviation | 0.2632 | |||
| Semi Deviation | 0.3195 | |||
| Standard Deviation | 0.334 | |||
| Variance | 0.1116 |
Moderate Strategy Against Markets
Other Information on Investing in Moderate Mutual Fund
Moderate Strategy financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Strategy security.
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