About RSEAX
The Russell Investments U.S. Strategic Equity Fund Class A is a mutual fund specializing in equity investments, with a primary objective of achieving long-term capital growth. The fund focuses on U.S. mid- and large-cap companies, investing at least 80% of its net assets in equities economically tied to the United States. Utilizing a multi-manager and multi-style approach, the fund blends growth and value strategies to create diversified exposure across the market. Its holdings span a wide spectrum of industries, with significant allocations to technology, consumer discretionary, financial services, and healthcare sectors. The portfolio typically includes major U.S. corporations such as Apple, Microsoft, and NVIDIA, reflecting its emphasis on both stability and growth potential within the large-cap segment. Positioned within the "Large Blend" Morningstar category, the fund serves investors seeking broad-based participation in the U.S. equity market, balancing risk and return by diversifying across styles, managers, and sectors. By targeting companies in the upper tiers of market capitalization, the fund aims to provide returns in line with the overall performance of the U.S. equity market over time.
Fund Family Russell
Category Large Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RSEAX
Share Class Class A
Index Russell 1000 TR USD
RSEAX had a total return of 9.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.12%.
