Balanced Strategy Fund Quote

RBLVX Fund  USD 10.84  0.02  0.18%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Balanced Strategy is trading at 10.84 as of the 21st of March 2025; that is 0.18% down since the beginning of the trading day. The fund's open price was 10.86. Balanced Strategy has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st 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. Russell Balanced is traded on NASDAQ Exchange in the United States. More on Balanced Strategy Fund

Moving together with Balanced Mutual Fund

  0.8RREAX Global Real EstatePairCorr
  0.67RREYX Global Real EstatePairCorr
  0.79RRESX Global Real EstatePairCorr
  0.68RRSCX Global Real EstatePairCorr
  0.67RRSRX 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 (View all Sectors)
Update Date31st of March 2025
Balanced Strategy Fund [RBLVX] is traded in USA and was established 21st 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 0.28% with the current yeild of 0.02%, while the total return for the last 3 years was 4.87%.
Check Balanced Strategy Probability Of Bankruptcy

Instrument Allocation

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
More Details

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.
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume