About RTXSX
Russell Investment Tax-Managed Real Assets Fund Class S is an open-end mutual fund designed to provide long-term capital growth on an after-tax basis. The fund primarily targets real assets, allocating at least 80% of its net assets to companies and investments associated with sectors like real estate, infrastructure, and natural resources. It follows a multi-asset approach, combining active asset allocation, professional manager selection, and dynamic portfolio management to navigate the global real assets landscape. Notable holdings often include major real estate investment trusts, utility companies, and cash equivalents, reflecting a diversified strategy within the real assets space.
A key distinguishing feature of this fund is its explicit focus on tax management. Portfolio management actively seeks to maximize after-tax wealth for shareholders by employing techniques that minimize tax drag, striving to improve overall returns relative to traditional equity investments. The fund is benchmarked against a blend of indices reflecting real estate, infrastructure, and natural resources, offering a performance measure aligned with its diversified real asset exposure. Russell Investment Tax-Managed Real Assets Fund Class S plays a role in the market as a specialized vehicle for investors seeking diversified, real asset-oriented exposure with integrated tax efficiency considerations.
Fund Family Russell
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol RTXSX
Share Class Class S
Index MSCI World NR USD
RTXSX had a total return of 16.83% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.95%.
