Russell Inv Global Equity Y (RLGYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Russell Inv Global Equity Y
Tacoma WA 98101
1301 Second Avenue Seattle
Russell Investment Company
Management information
,Lead manager since 14 November 2021
Jordan McCall is a portfolio manager for Russell Investments’ investment division. In this role, he is accountable for manager selection, strategic portfolio construction, and integrating the firm’s capital market insights to dynamically manage the portfolios in order to help clients achieve their objectives. Jordan was appointed to this role in 2019. He joined the global equity team in 2015 as an associate portfolio manager. He is based in Seattle, Washington. Prior to joining the global equity team, Jordan was a senior investment practice analyst, responsible for designing solutions that measure, evaluate and improve Russell Investments’ investment process. In this capacity he led several projects to improve analytic capabilities to support investment decision making, including ROADMAP and PARIS, which are key proprietary portfolio management and risk analysis tools at the firm. Jordan joined Russell Investments in 2006. Prior to Russell Investments, Jordan worked as a business intelligence expert for various firms. He began his career in public accounting with Deloitte.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familyRussell
Net assets1.86B
YTD return9.00%
Yield1.29%
Morningstar rating★★★★
Inception date27 Feb 2007
Fund operations
Last dividend0.13
Last cap gain8.00
Holdings turnover43.00%
Average for categoryN/A
Fees and expenses
ExpenseRLGYXCategory average
Annual report expense ratio (net)1.98%0.95%
Prospectus net expense ratio1.98%N/A
Prospectus gross expense ratio2.02%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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