Equity Aggressive Strategy FundRELCX
Type
Mutual fund
Peer group
Allocation
Net assets
$323.8M
Expense ratio
2.03%
1-year return
+26.8%
3 years, a year
+15.8%
5 years, a year
+8.0%
Holdings
11
What it aims to do.
The Fund seeks to provide high long term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Global Equity Fund | 29.18% |
| Multifactor U.S. Equity Fund | 15.24% |
| U.S. Strategic Equity Fund | 13.72% |
| Multifactor International Equity Fund | 12.72% |
| Emerging Markets Fund | 7.62% |
| Multi-Asset Strategy Fund | 6.93% |
| Long Duration Bond Fund | 3.75% |
| U.S. Small Cap Equity Fund | 3.57% |
| Global Real Estate Securities Fund | 3.48% |
| Global Infrastructure Fund | 1.93% |
More on RELCX.
- RELCX overview
- RELCX holdings
- RELCX risk
- RELCX costs
- RELCX money in and out
- RELCX share classes
- Compare RELCX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.