Russell U.S. Core Equity E
909 A St 11th Floor Tacoma WA 98402
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Phone: 800-787-7354
| Category: | Large Blend | | Fund Family: | Russell | | Net Assets: | 119.93M | | Year-to-Date Return: | -22.56% | | Yield: | 1.35% | | Morningstar Rating: |  | | Fund Inception Date: | 14-May-99 |
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Stephen W Skatrud
Lead Manager since
01-May-08 | | | Skatrud has been a portfolio manager with FRIMCo. since December 2001. From 1999 to December, 2001, he was a senior research analyst. From 1995 to 1999, Skatrud was director of Benefits Finance and Investment for Harnischfeger Industries, Inc. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks to provide income and capital growth. The fund primarily invests in the common stocks of medium- and large-capitalization companies. It normally invests at least 80% of assets in equity securities. The fund generally defines large- and medium-capitalization stocks as those companies represented by the Russell 1000 index. The management uses three principal investment styles including growth style, value style and market-oriented style. |
| Last Dividend
(2-Oct-08):
| 0.02 | | Last Cap Gain
(14-Dec-07):
| 2.97 | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 71.67% |
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| Expense | REAEX | Category
Avg | | Total Expense Ratio: | 0.93%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$331 | $572 | | 5 Yr Expense Projection*: |
$584 | $873 | | 10 Yr Expense Projection*: |
$1,307 | $1,733 |
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7.87% Nasdaq 
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