U.S. Markets closed

Russell Inv Global Equity A (RGEAX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
10.990.00 (0.00%)
At close: 8:01PM EDT
People also watch
REMAXRREAXRLNAXRLACXRFDAX

Russell Inv Global Equity A

Russell Investment Company1301 Second Avenue SeattleTacoma WA 98101
800-787-7354
Management Information
Jon Eggins,Lead Manager since February 12, 2015
Jon Eggins is a portfolio manager for Russell Investments, with primary responsibility for Russell’s small capitalization U.S. equity funds. Jon is responsible for all aspects of the portfolio management process including manager selection, portfolio construction and continuous monitoring. Jon assumed this role in 2011. Prior this appointment, Jon was a senior research analyst in the investment process and risk group within Russell’s investment division. In this capacity Jon was a key architect of many enhancements to Russell’s portfolio management practice globally. This included designing and leading the investment content and debate in Russell’s asset class strategy forums and portfolio manager sounding boards, and further integrating Russell’s strategist inputs into the portfolio management process. During this time Jon enhanced Russell’s analytical tool kit, including developing a proprietary multi-manager risk analysis tool (ROADMAP) that is now used by all Russell equity portfolio managers and many consulting clients. Jon joined Russell in 2003 as a research associate in the firm’s Sydney office. While there Jon performed a variety of roles including manager research, portfolio management support and capital markets research. These roles spanned multiple asset classes including large and small cap equities, fixed income and real estate investment trusts. Jon wrote several foundational research papers on Russell’s investment proposition, and regularly presented his findings to clients and industry conferences. In 2008 Jon relocated to Russell’s U.S. headquarters as a research analyst. In this role Jon covered U.S. market-oriented equity managers and global tactical asset allocation strategies., which involved researching, interviewing, evaluating and recommending investment managers to consulting clients and Russell portfolio managers. He is a subject matter expert on quantitative equity managers and quantitative techniques for evaluating managers and constructing multi-manager portfolios. Jon remains actively involved with academia, having tutored courses in economics and econometrics at the University of New South Wales. He has worked with academics in Australia, Austria and Switzerland on a series of papers relating to stock-market index construction and investment manager performance evaluation. His research has been published in practitioner and academic journals such as the Journal of Applied Finance. Jon has also lectured in quantitative techniques at the Financial Services Institute of Australasia (FINSIA), where he was named the Outstanding Lecturer in a NSW Post-graduate Program at the Annual Practitioner Awards for 2007.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large Stock
Fund FamilyRussell
Net Assets2.48B
YTD Return8.48%
Yield1.08%
Morningstar Rating★★★★
Inception DateFeb 27, 2007

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover46.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRGEAXCategory Average
Annual Report Expense Ratio (net)1.50%1.21%
Prospectus Net Expense Ratio1.50%N/A
Prospectus Gross Expense Ratio1.50%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.30%
Max Deferred Sales LoadN/A1.78%
3 Yr Expense Projection1,020N/A
5 Yr Expense Projection1,344N/A
10 Yr Expense Projection2,258N/A