About RMATX
Russell Investments Multi-Asset Strategy Fund Class M is a mutual fund designed to deliver long-term total returns with lower volatility compared to typical equity markets. As a multi-asset fund, it strategically allocates assets across a globally diversified mix of asset classes, including equities, fixed income instruments, cash equivalents, and alternative investments. The fund employs dynamic and flexible asset allocation, aiming to achieve equity-like returns over time while actively managing downside risk and market fluctuations. Notably, it incorporates both traditional securities, such as large cap U.S. and international stocks, and sophisticated strategies like derivatives and absolute return products. With holdings spanning major technology firms and exposure to global credit, convertible bonds, and inflation-linked assets, this fund stands out for its breadth and adaptability. Its purpose is to provide investors a balanced investment vehicle that captures multiple sources of return and offers income through quarterly distributions, making it suitable for those seeking diversification and moderate risk in a single portfolio.
Fund Family Russell
Category Flexible Portfolio
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RMATX
Share Class Class M
Index Index is not available on Lipper Database
RMATX had a total return of 21.70% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.70%.
