Nasdaq - Delayed Quote USD

Russell Inv Tax-Managed US Large Cap M (RTMTX)

83.64
-1.42
(-1.67%)
At close: 8:02:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.92%
5y Average Return 14.11%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 29.07%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 29.07%
Worst 3Y Total Return 6.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RTMTX
Category
YTD
-5.65%
5.31%
1-Month
-1.12%
-4.19%
3-Month
-8.23%
3.90%
1-Year
7.17%
20.31%
3-Year
10.13%
6.48%
5-Year
13.46%
11.78%
10-Year
10.36%
10.96%
Last Bull Market
17.46%
25.56%
Last Bear Market
-16.39%
-15.11%

Annual Total Return (%) History

Year
RTMTX
Category
2025
--
--
2024
20.57%
--
2023
24.85%
22.32%
2022
-18.86%
-16.96%
2021
24.95%
26.07%
2020
17.83%
15.83%
2019
29.07%
28.78%
2018
-6.89%
-6.27%

2017
--
20.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.58% -- -- --
2024 10.57% 2.77% 5.01% 1.04%
2023 7.19% 7.50% -2.52% 11.16%
2022 -5.59% -16.39% -5.20% 8.43%
2021 5.06% 8.74% 0.33% 9.02%
2020 -19.69% 21.12% 8.23% 11.94%
2019 12.91% 4.46% 0.45% 8.94%
2018 -1.17% 2.25% 6.97% -13.86%
2017 3.29% 3.86% 6.73% --

Rank in Category (By Total Return)

YTD 70
1-Month 65
3-Month 61
1-Year 78
3-Year 63
5-Year 73

Load Adjusted Returns

1-Year 7.17%
3-Year 10.13%
5-Year 13.46%
10-Year 10.36%

Performance & Risk

YTD Return -0.92%
5y Average Return 14.11%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Russell
Net Assets 9.17B
YTD Return -5.65%
Yield 0.60%
Morningstar Rating
Inception Date May 28, 2010

Fund Summary

The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization companies as those companies represented by the S&P 500® Index or with market capitalization within the capitalization range of the S&P 500® Index.

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