Russell U.S. Quantitative Equity I
909 A St 11th Floor Tacoma WA 98402
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Phone: 800-787-7354
| Category: | Large Blend | | Fund Family: | Russell | | Net Assets: | 1.00B | | Year-to-Date Return: | -20.04% | | Yield: | 1.24% | | Morningstar Rating: |  | | Fund Inception Date: | 29-May-87 |
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Tom Monroe
Lead Manager since
27-Feb-04 | | | Monroe has been a portfolio manager with FRIMCo. since February 2004. He was director of investment technology from 2002 to 2004 for Russell. From 1999 to 2002, Monroe was director of North America and Australasia. From 1993 to 1999, he was director of equity research. |
| 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 long-term capital growth. The fund primarily invests in common stocks of medium- and large-capitalization companies which are predominantly US based. It normally invests at least 80% of assets in equity securities. The fund pursues a market-oriented style of security selection. The management uses quantitative models to rank securities based upon their expected ability to outperform the total return of the Russell 1000 index. |
| Last Dividend
(2-Oct-08):
| 0.02 | | Last Cap Gain
(14-Dec-07):
| 3.72 | | Annual Holdings Turnover
| 121.00% | | Average for Category:
| 71.67% |
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| Expense | REDSX | Category
Avg | | Total Expense Ratio: | 0.82%
| 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*: |
$298 | $572 | | 5 Yr Expense Projection*: |
$521 | $873 | | 10 Yr Expense Projection*: |
$1,162 | $1,733 |
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11.08% Nasdaq 
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