Equity Aggressive Strategy FundRELUX
Type
Mutual fund
Peer group
Allocation
Net assets
$323.8M
Expense ratio
—
1-year return
+23.1%
3 years, a year
+6.6%
5 years, a year
+8.3%
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 RELUX.
- RELUX overview
- RELUX holdings
- RELUX risk
- RELUX costs
- RELUX money in and out
- RELUX share classes
- Compare RELUX with other funds
Returns after fees, from the fund's SEC filings up to Nov 2024. Past returns are not a promise. Not financial advice.