Russell Investments U.S. Strategic Equity Fund Class S (RSESX)

Overview

The fund in question is an investment vehicle that focuses on equipping its portfolio primarily with equity securities that have a strong economic connection to the United States. This strategic commitment involves allocating at least 80% of the fund's net asset value, alongside any borrowed funds intended for investment, into U.S.-based equities. Its investment spectrum predominantly includes common stocks from medium to large capitalization companies within the country. This delineation of company size is benchmarked against the Russell 1000® Index, which is a stock market index that represents the highest-ranking 1,000 stocks in the United States by market capitalization. The fund's policy is non-fundamental, indicating a degree of flexibility in its adherence, subject to adjustments as deemed appropriate by the management under prevailing market conditions.

Products and Services

The fund provides a concentrated investment platform primarily through:

• Equity Securities of U.S. Companies - The fund dedicates a substantial portion of its assets to equity securities that are economically tied to the U.S. This includes a wide array of stocks across various sectors, providing investors with a diversified exposure to the economic performance of the United States.
• Investments in Medium and Large Cap Stocks - Focusing on medium and large capitalization companies, the fund selects stocks that either are part of the Russell 1000® Index or fall within the capitalization range defined by this index. This strategy aims to strike a balance between the potential growth of medium-cap stocks and the stability of large-cap companies, potentially offering a mix of risk and reward that caters to a broad investor base.