Mutual Fund Insights: Russell Real Estate Secs C Fund (RRSCX)

In-depth Analysis of Russell Real Estate Secs C Fund (RRSCX)

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See Russell Real Estate Secs C Fund (RRSCX) performance details as of February 28, 2010

  

Last Trade: $31.37 on 3/19/2010, Change: -0.28 (-0.88%)

  

Fund Manager - Bruce Eidelson

Fund Manager Tenure: 8.2 years
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

Bruce Eidelson has been a portfolio manager of Russell Investment Management Company since January 2002. Bruce Eidelson has been director of Real Estate Portfolio Management since 1999.  Get more insights on Bruce Eidelson

  

 What we like about Russell Real Estate Secs C Fund (RRSCX)

Data for Russell Real Estate Secs C Fund (RRSCX) as of February 28, 2010

• Russell Real Estate Secs C Fund (RRSCX) management has been with Russell Real Estate Secs C Fund for 8.2 years
• Russell Real Estate Secs C Fund (RRSCX) has good Long-term performance (5-year return 1.00% vs 0.27 % Real Estate category average)
• Russell Real Estate Secs C Fund (RRSCX) ratio of up-years vs down years is greater than 2
• Russell Real Estate Secs C Fund (RRSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 37.09, lower than category average of 38.88

  

 What we are cautious about Russell Real Estate Secs C Fund (RRSCX)

Data for Russell Real Estate Secs C Fund (RRSCX) as of February 28, 2010

• Russell Real Estate Secs C Fund is a focused fund with 44.15% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Russell Real Estate Secs C Fund (RRSCX) has a less-than-ideal short-term performance (1-year return 89.98% vs 94.97 % Real Estate category average)
• Russell Real Estate Secs C Fund (RRSCX) has a less-than-ideal mid-term performance (3-year return -14.67% vs -14.95 % Real Estate category average)
• Russell Real Estate Secs C Fund (RRSCX) has a Morningstar rating of 3 and below
• Russell Real Estate Secs C Fund (RRSCX) is less safe compared to its Real Estate peers
• Russell Real Estate Secs C Fund (RRSCX) has an annual stock turnover rate of 118.00% that is higher than the Real Estate average of 113.50%. This could mean Russell Real Estate Secs C is more nimble, but also signal potential high tax impact and high trading fees
• Russell Real Estate Secs C Fund (RRSCX) does not have a good risk adjusted return as its 3-year Alpha of -1.76 is worse than category average of -1.09, and its 3-year Sharpe ratio is -0.28
• Russell Real Estate Secs C Fund (RRSCX) has a higher management fee of 2.09% than its Real Estate average of 1.50%
• Even though Russell Real Estate Secs C Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses

See Russell Real Estate Secs C Fund (RRSCX) performance details as of February 28, 2010

  

  

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Russell Real Estate Secs C Fund (RRSCX) Net Asset

Track net asset change of Russell Real Estate Secs C fund (RRSCX)

Date	Net Asset
02/2010	$1.85B
01/2010	$46.62M
11/2009	$47.79M

More historic net asset information on Russell Real Estate Secs C Fund (RRSCX)

  

Russell Real Estate Secs C Fund (RRSCX) Portfolio Allocation

Track portfolio allocation change of Russell Real Estate Secs C fund (RRSCX)

Date	Cash	Stock	Bond	Other
11/2009	0%	95.87%	0%	4.12%
08/2009	0.07%	97.23%	0%	2.7%
05/2009	3.69%	96.09%	0%	0.23%

Click here to see more historic asset allocation information on Russell Real Estate Secs C Fund (RRSCX)

  

Most Recent Top 10 Holdings in Russell Real Estate Secs C Fund (RRSCX)

Discover what Russell Real Estate Secs C Fund (RRSCX) manager is buying

30-Nov-09 SIMON PPTY GRP INC [9.15%] PUBLIC STG [5.24%] VORNADO REALTY TRUST [5.2%] EQUITY RESIDENTAL [4.78%] BOSTON PPTYS INC [3.85%] HCP, INC. [3.75%] DIGITAL REALTY TRUST [3.19%] NATIONWIDE HLTH PROP [2.45%] Russell U.S. Cash Management Fund [2.45%] AVALONBAY CMTYS [2.42%]

31-Aug-09 SIMON PPTY GRP INC [9.72%] PUBLIC STG [5.02%] VORNADO REALTY TRUST [4.22%] BOSTON PPTYS INC [4.21%] EQUITY RESIDENTAL [3.8%] DIGITAL REALTY TRUST [3.54%] NATIONWIDE HLTH PROP [3.52%] AVALONBAY CMTYS [3.35%] HCP, INC. [2.91%] FEDERAL RLTY INV TR [2.83%]

31-May-09 SIMON PPTY GRP INC [9.5%] PUBLIC STG [5.42%] EQUITY RESIDENTAL [4.29%] BOSTON PPTYS INC [4.25%] VORNADO REALTY TRUST [4.07%] AVALONBAY CMTYS [3.72%] Russell Investment Company Money Market [3.67%] REGENCY CENTERS CORP [3.42%] HCP, INC. [3.3%] DIGITAL REALTY TRUST [3.25%]

Click here for Stock Holding Change Map in Russell Real Estate Secs C Fund (RRSCX)

  

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Latest News on Russell Real Estate Secs C (RRSCX)

See what is happening with Russell Real Estate Secs C Fund (RRSCX)

After Two-Year Slide, REITs Showing Signs of Recovering (CNBC) See more news on Russell Real Estate Secs C Fund (RRSCX)

 

Books and Resources

 

 

See more information on Russell Real Estate Secs C Fund (RRSCX)

• Russell Real Estate Secs C Fund Insights
• Russell Real Estate Secs C Fund Performance Data
• Russell Real Estate Secs C Fund News
• Russell Real Estate Secs C Fund Score Explaination
• Russell Real Estate Secs C Fund Manager Information
• Historic Russell Real Estate Secs C Fund Asset Allocation Report
• Historic Russell Real Estate Secs C Fund Top 10 Holding Tracking
• Historic Russell Real Estate Secs C Fund Asset Under Management Tracking