Russell US Core Equity I
909 A St 11th Floor Tacoma WA 98402
Map
Phone: 800-787-7354
| Category: | Large Blend | | Fund Family: | Russell | | Net Assets: | 861.21M | | Year-to-Date Return: | 26.79% | | Yield: | 1.08% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Oct-81 |
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Stephen W Skatrud
Lead Manager since
01-May-08 | | | Skatrud has been a portfolio manager with Russell Investment Management Company since December 2001. From 1999 to December, 2001, he was a senior research analyst. From 1995 to 1999, Skatrud was director of Benefits Finance and Investment for Harnischfeger Industries, Inc. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks to provide long term capital growth. The fund primarily invests in common stocks, and to a lesser extent, preferred stocks, of medium and large capitalization U.S. companies. It normally invests at least 80% of assets in equity securities economically tied to the U.S. The fund The Fund may also invest in securities of non-U.S. issuers, typically by purchasing American Depositary Receipts (?ADRs?). |
| Last Dividend
(2-Oct-09):
| 0.04 | | Last Cap Gain
(14-Dec-07):
| 2.97 | | Annual Holdings Turnover
| 121.00% | | Average for Category:
| 78.74% |
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| Expense | REASX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.31% Nasdaq 0.00%
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