Russell US Quantitative Equity E
909 A St 11th Floor Tacoma WA 98402
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Phone: 800-787-7354
| Category: | Large Blend | | Fund Family: | Russell | | Net Assets: | 79.10M | | Year-to-Date Return: | 13.55% | | Yield: | 1.13% | | Morningstar Rating: |  | | Fund Inception Date: | 14-May-99 |
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Dennis Jensen
Lead Manager since
01-Jan-09 | | | Jensen, portfolio manager with Russell Investment Management Company since February 2004. From 1998 to 2004, he was a Research Analyst. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | NaN | | 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 of medium- and large-capitalization companies which are predominantly US based. It normally invests at least 80% of assets in equity securities economically tied to the U.S. The Fund may also invest in securities of non-U.S. issuers, typically by purchasing American Depositary Receipts (?ADRs?). |
| Last Dividend
(2-Oct-09):
| 0.05 | | Last Cap Gain
(14-Dec-07):
| 3.72 | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 78.94% |
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| Expense | REQEX | Category
Avg | | Total Expense Ratio: | 0.97%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 412 | $776 | | 5 Yr Expense Projection*: |
$ 722 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,603 | $2,371 |
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