RTXAX Mutual Fund
RTXAX Mutual Fund
RTXAX Mutual Fund
Russell Tax-Managed Real Assets Fund Class A
RTXAX Mutual Fund Overview
RTXAX Mutual Fund (Russell Tax-Managed Real Assets Fund Class A) is managed by Russell Investments with $12.3M in net assets. RTXAX expense ratio is 1.32%, holding 420 positions across sectors including Real Estate, Energy, Materials. Inception date: 2019-06-10.
RTXAX performance shows a YTD return of 9.88%. The 1-year return is 13.91% and the 5-year return is 6.37%. RTXAX dividend yield stands at 2.58%.
RTXAX top holdings include Welltower, Inc. (4.7%), Prologis Inc (3.6%), Equinix Inc. Real Estate Investment Trust (3.2%), Simon Property Group Inc (2.2%), Aena Sme Sa (1.8%). Go to all RTXAX holdings, RTXAX sectors, or RTXAX dividends.
RTXAX can be compared against other funds. Use RTXAX overlap to find shared positions, or RTXAX vs another fund for a side-by-side view. RTXAX alternatives are available via the screener, along with tax-loss harvesting opportunities.