About REQAX
The Russell Investments Sustainable Aware Equity Fund is an actively managed mutual fund focused on U.S. equity investments. Its primary objective is to provide long-term capital growth by investing principally in large- and medium-capitalization American companies, with a notable orientation toward sustainability considerations. The fund selects holdings based on financial performance and factors related to environmental, social, and governance (ESG) impact, aiming to support companies making positive societal contributions while pursuing competitive returns. Its diversified portfolio includes key positions in technology, consumer, healthcare, and financial sectors, with leading holdings such as Apple, Microsoft, and NVIDIA. The fund also incorporates exposure to cash management instruments and index futures as part of its strategy. Despite its sustainable approach, the fund maintains some exposure to industries like fossil fuels and defense, as reflected in external sustainability grading. As a large blend fund, it serves investors seeking broad market exposure with an emphasis on ESG awareness, playing a role in aligning portfolio objectives with core values and emerging societal trends.
Fund Family Russell
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol REQAX
Share Class Class A
Index Russell 1000 TR USD
REQAX had a total return of 8.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.54%.
