About REAYX
Russell Investments Equity Income Fund Class Y is a mutual fund designed to deliver long-term capital growth primarily through investments in dividend-paying stocks. This fund focuses on medium and large capitalization U.S. companies, targeting the large value segment of the equity market. Utilizing a multi-style, multi-manager approach, it spreads investment allocations across various money managers to achieve a diversified and balanced portfolio. Notable holdings span sectors such as financial services, healthcare, utilities, and communication services, with prominent names like JPMorgan Chase, Citigroup, Berkshire Hathaway, and UnitedHealth Group. The fund stands out for its institutional share class, requiring a high minimum initial investment, and typically appeals to larger investors or financial intermediaries. It is recognized for its relatively low expense ratio within its peer group, offering a competitive cost structure. Russell Investments Equity Income Fund Class Y pays dividends on a quarterly basis, featuring a strong historical yield that underscores its income-focused mandate. Established in 1981, the fund plays an important role for investors seeking stability and regular income from mature, value-oriented equities within the broader U.S. stock market.
Fund Family Russell
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol REAYX
Share Class Class Y
Index Russell 1000 Value TR
REAYX had a total return of 22.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.09%.
