Russell US Growth E 909 A St 11th Floor Tacoma WA 98402 Map
Phone: 800-787-7354
| Category: | Large Growth | | Fund Family: | Russell | | Net Assets: | 5.70M | | Year-to-Date Return: | 36.13% | | Yield: | 0.08% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jan-01 |
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Tereasa Gandhi
Lead Manager since
01-May-08 | | | Gandhi has over 15 years investment experience researching and evaluating managers globally with Russell Investments. She joined Russell in 1987 and was promoted to senior research analyst in 1995. Over the course of her Russell career, Gandhi's research experience has included U.S., non-U.S., Pacific Basin and emerging markets equity managers. She is currently responsible for overseeing all aspects of Russell's developing managers funds, tax-managed funds, and separate account products. |
| 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 long-term capital growth. The fund invests primarily in large-capitalization stocks but generally invests up to 15% of assets in small-capitalization stocks. It has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net 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
(19-Dec-08):
| 0.01 | | Last Cap Gain
(14-Dec-07):
| 0.41 | | Annual Holdings Turnover
| 120.00% | | Average for Category:
| 112.30% |
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| Expense | RSGEX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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