Balanced Strategy Fund Quote

RBLSX Fund  USD 11.17  0.11  0.98%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Balanced Strategy is trading at 11.17 as of the 1st of March 2025; that is 0.98 percent down since the beginning of the trading day. The fund's open price was 11.28. Balanced Strategy has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The adviser intends the funds strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.. More on Balanced Strategy Fund

Moving together with Balanced Mutual Fund

  0.83RNTTX International DevelopedPairCorr
  0.68RREAX Global Real EstatePairCorr
  0.69RREYX Global Real EstatePairCorr
  0.69RRESX Global Real EstatePairCorr
  0.67RRSCX Global Real EstatePairCorr
  0.69RRSRX Global Real EstatePairCorr

Balanced Mutual Fund Highlights

Fund ConcentrationRussell Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Russell, Large Blend, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of December 2024
Balanced Strategy Fund [RBLSX] is traded in USA and was established 1st of March 2025. Balanced Strategy is listed under Russell category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Russell family. This fund at this time has accumulated 1.79 B in assets with no minimum investment requirementsBalanced Strategy is currently producing year-to-date (YTD) return of 2.73% with the current yeild of 0.02%, while the total return for the last 3 years was 4.52%.
Check Balanced Strategy Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Strategy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Balanced Strategy Fund Mutual Fund Constituents

REBYXUs Small CapMutual FundSmall Blend
REMYXEmerging Markets FundMutual FundDiversified Emerging Mkts
RFCYXStrategic Bond FundMutual FundIntermediate Core-Plus Bond
RGCYXGlobal Opportunistic CreditMutual FundMultisector Bond
RLGYXGlobal Equity FundMutual FundWorld Large-Stock Blend
RMHYXRussell Investments MultifactorMutual FundLong Government
RMYYXMulti Strategy Income FundMutual FundAllocation--30% to 50% Equity
RREYXGlobal Real EstateMutual FundGlobal Real Estate
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Balanced Strategy Risk Profiles

Balanced Strategy Against Markets

Other Information on Investing in Balanced Mutual Fund

Balanced Strategy financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Strategy security.
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