About RTXMX
The Russell Investment Tax-Managed Real Assets Fund Class M is a mutual fund designed to offer long-term capital growth on an after-tax basis. Utilizing a multi-asset strategy, the fund allocates its assets globally across sectors categorized as real assets, which include real estate, infrastructure, and natural resources. This approach aims to provide equity-like returns over a market cycle while mitigating downside risk relative to traditional equity investments. The fund’s holdings often feature large positions in real estate investment trusts (REITs), infrastructure companies, and commodity-related businesses, reflecting its focus on tangible, inflation-sensitive assets. Its investment process incorporates asset allocation, careful manager selection, and dynamic portfolio adjustments based on economic and market outlooks. The tax-managed structure is tailored for investors seeking to maximize after-tax returns, making it particularly relevant for tax-sensitive portfolios. The fund’s benchmark blends indices representing global real estate, infrastructure, and natural resources, providing diversified exposure to asset classes pivotal for portfolio diversification and inflation protection in the broader capital markets.
Fund Family Russell
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol RTXMX
Share Class Class M
Index MSCI World NR USD
RTXMX had a total return of 17.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.07%.
