Russell Strategic Call Overwriting Fund

Class S (ROWSX)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.71 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -1.2%
1 Year 4.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide total return with lower volatility than U.S. equity markets. The fund invests principally in equity securities economically tied to the U.S., which primarily include common stocks of large and medium capitalization companies. It seeks investment results that exceed the total return of and closely correspond to the volatility of the CBOE S&P 500 BuyWrite Index through a combination of returns on equity investments and premiums (cash received) from the sale of index call options.

Fees

Fees are Above Average compared to funds in the same category.
Russell Strategic Call Overwriting Fund has an expense ratio of 0.97 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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