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Russell US Defensive Equity C (REQCX)

44.48 0.00(0.00%) Jul 28
Prev Close:44.48
YTD Return*:5.70%
Net Assets*:1.41B
Yield*:0.23%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for REQCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
XOM2.931.46
MSFT2.7713.42
JNJ2.6017.08
AAPL2.2417.82
CVX2.126.16

Fund Basics

Morningstar Overall Rating:
Total Assets:1.41B
Category:Large Blend
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:5.70%
5y Avg Return:15.99%
Rank in Category (ytd):71
% Rank in Category (ytd):4.32%
Beta (3y):1.03
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide long-term capital growth. The fund normally invests at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. It invests principally in common stocks of large and medium capitalization U.S. companies. The fund employs a defensive style of investing. It usually, but not always, pursues a strategy of being fully invested by exposing all or a portion of its cash to the performance of certain markets by purchasing equity securities and/or derivatives (also known as "equitization"), which typically include index futures contracts. View More
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