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Russell US Defensive Equity Y (REUYX) Fund Ranking and Research

Ranking, Research and Recommendation of Russell US Defensive Equity Y (REUYX) Fund

    Last Trade: $50.39 on 2/28/2017, Change: -0.12 (-0.24%)

 

Graph of Russell US Defensive Equity Y Fund (REUYX) ManagerFund Manager - Richard F. Johnson, Jr.

Fund Manager Information

Fund Manager Tenure: 2.7 years
Fund Family: Russell
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.83)     (What does this score mean?)

 

Graph of Russell US Defensive Equity Y Fund (REUYX) ProfileRussell US Defensive Equity Y Fund (REUYX) Profile

Fund Profile and Description

Russell US Defensive Equity Y Fund seeks to provide long-term capital growth. Russell US Defensive Equity Y Fund primarily invests in common stocks of medium- and large-capitalization companies which are predominantly US based, and defines large and medium capitalization stocks as stocks of those companies represented by the Russell 1000® Index. 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”).

 

Russell US Defensive Equity Y (REUYX) Fund Strength What we like about Russell US Defensive Equity Y (REUYX) Fund

Data for Russell US Defensive Equity Y Fund (REUYX) as of May 30, 2016

  • Russell US Defensive Equity Y Fund (REUYX) has good short-term performance (1-year return 4.88% vs -1.15% Large Blend category median performance)
  • Russell US Defensive Equity Y Fund (REUYX) has good mid-term performance (3-year return 10.98% vs 9.43% Large Blend category median performance)
  • Russell US Defensive Equity Y Fund (REUYX) has good Long-term performance (5-year return 10.81% vs 10.15% Large Blend category median performance)
  • Russell US Defensive Equity Y Fund (REUYX) ratio of up-years vs down years is greater than 2
  • Russell US Defensive Equity Y Fund (REUYX) has a Morningstar rating of 4 and above
  • Russell US Defensive Equity Y Fund (REUYX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.99, lower than category average of 11.67
  • Russell US Defensive Equity Y Fund (REUYX) has a lower expense ratio than its Large Blend average: 0.64% vs 1.02%
  • Russell US Defensive Equity Y Fund (REUYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Russell US Defensive Equity Y Fund (REUYX) Weakness What we are cautious about Russell US Defensive Equity Y (REUYX) Fund

Data for Russell US Defensive Equity Y Fund (REUYX) as of May 30, 2016

  • Russell US Defensive Equity Y Fund (REUYX) management has been with Russell US Defensive Equity Y Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Russell US Defensive Equity Y Fund (REUYX) has an annual stock turnover rate of 97.00% that is higher than the Large Blend average of 53.12%. This could mean Russell US Defensive Equity Y is more nimble, but also signal potential high tax impact and high trading fees
See Russell US Defensive Equity Y Fund (REUYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Russell US Defensive Equity Y Fund (REUYX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Russell US Defensive Equity Y4.714.8810.9810.81
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Russell US Defensive Equity Y Fund (REUYX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Russell US Defensive Equity Y Fund (REUYX) Net Asset TrackingRussell US Defensive Equity Y (REUYX) Fund Net Asset

Track net asset change of Russell US Defensive Equity Y fund (REUYX)

DateNet Asset
05/2016$907.38M
03/2016$916.79M
02/2016$886.74M
More historic net asset information on Russell US Defensive Equity Y Fund (REUYX)

  

Graph of Russell US Defensive Equity Y Fund (REUYX) Portfolio TrackingRussell US Defensive Equity Y (REUYX) Fund Portfolio Allocation

Track portfolio allocation change of Russell US Defensive Equity Y fund (REUYX)

DateCashStockBondOther
03/201611.71%88.27%0%0.03%
02/201612.6%87.4%0%0%
01/201612.82%87.18%0%0%
Click here to see more historic asset allocation information on Russell US Defensive Equity Y Fund (REUYX)

 

graph of Russell US Defensive Equity Y Fund (REUYX) Top 10 Position TrackingTop 10 Holdings in Russell US Defensive Equity Y (REUYX) Fund

Discover what Russell US Defensive Equity Y Fund (REUYX) manager is buying

Mar 30, 2016
Apple Inc. [2.86%]
Johnson & Johnson Common Stock [2.17%]
Procter & Gamble Company (The) [2.03%]
Exxon Mobil Corporation Common [1.76%]
Alphabet Inc. [1.71%]
Philip Morris International Inc [1.55%]
Coca-Cola Company (The) Common [1.53%]
Wells Fargo & Company Common St [1.34%]
Pfizer, Inc. Common Stock [1.3%]
Microsoft Corporation [1.3%]

Feb 28, 2016
Apple Inc. [2.72%]
Johnson & Johnson Common Stock [1.97%]
Procter & Gamble Company (The) [1.94%]
Exxon Mobil Corporation Common [1.93%]
Pfizer, Inc. Common Stock [1.79%]
Philip Morris International Inc [1.68%]
UnitedHealth Group Incorporated [1.65%]
Microsoft Corporation [1.65%]
Coca-Cola Company (The) Common [1.6%]
Alphabet Inc. [1.55%]

Jan 30, 2016
Apple Inc. [2.69%]
Johnson & Johnson Common Stock [2.26%]
Procter & Gamble Company (The) [1.98%]
Exxon Mobil Corporation Common [1.88%]
Pfizer, Inc. Common Stock [1.84%]
Microsoft Corporation [1.79%]
Philip Morris International Inc [1.66%]
Coca-Cola Company (The) Common [1.59%]
UnitedHealth Group Incorporated [1.58%]
Wells Fargo & Company Common St [1.57%]
Click here for Stock Holding Change Map in Russell US Defensive Equity Y Fund (REUYX)

  

Latest News on Russell US Defensive Equity Y (REUYX) Fund

See what is happening with Russell US Defensive Equity Y Fund (REUYX)

 

Russell US Defensive Equity Y Fund (REUYX) Related ResourcesSee more information on Russell US Defensive Equity Y (REUYX) Fund

Popular pages on Russell US Defensive Equity Y (REUYX) Fund

  

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