Nasdaq - Delayed Quote USD

Russell Inv Tax-Managed US Mid&Sm Cap M (RTOUX)

38.23
-1.10
(-2.80%)
At close: 8:02:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.01%
5y Average Return 9.58%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 24.03%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 24.03%
Worst 3Y Total Return 0.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RTOUX
Category
YTD
-11.65%
20.19%
1-Month
-2.96%
0.02%
3-Month
-13.58%
4.36%
1-Year
-4.93%
60.18%
3-Year
1.87%
11.32%
5-Year
9.15%
13.88%
10-Year
5.72%
11.19%
Last Bull Market
17.36%
27.98%
Last Bear Market
-16.01%
-24.08%

Annual Total Return (%) History

Year
RTOUX
Category
2025
--
--
2024
7.32%
--
2023
16.73%
--
2022
-19.00%
--
2021
19.95%
--
2020
15.48%
10.99%
2019
24.03%
23.75%
2018
-8.51%
-12.72%

2017
--
12.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.95% -- -- --
2024 6.97% -5.03% 7.59% -1.81%
2023 3.01% 4.72% -4.76% 13.61%
2022 -7.76% -16.01% -3.92% 8.80%
2021 11.92% 4.80% -1.38% 3.70%
2020 -29.46% 23.33% 5.11% 26.29%
2019 13.28% 3.76% -1.78% 7.43%
2018 -0.37% 6.02% 5.82% -18.15%
2017 2.94% 4.16% 5.00% --

Rank in Category (By Total Return)

YTD 66
1-Month 56
3-Month 48
1-Year 88
3-Year 82
5-Year 89

Load Adjusted Returns

1-Year -4.93%
3-Year 1.87%
5-Year 9.15%
10-Year 5.72%

Performance & Risk

YTD Return -8.01%
5y Average Return 9.58%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Russell
Net Assets 1.48B
YTD Return -11.65%
Yield 0.92%
Morningstar Rating
Inception Date Dec 01, 1999

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 medium and small capitalization companies economically tied to the U.S. The fund invests principally in common stocks of medium and small capitalization U.S. companies. The managers define medium and small capitalization companies as those companies represented by the Russell 2500™ Index or with market capitalization within the capitalization range of the Russell 2500™ Index.

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