Russell Investment Tax-Managed Real Assets Fund
Shareclass
Russell Inv Tax-Managed Real Assets S (RTXSX)
Type
Open-end mutual fund
Manager
Investments in major fossil fuel companies
Top 200 carbon reserves$14.21 MILLION
Top 200 carbon reserves$13.87 MILLION
Top 50 coal-fired power$10.96 MILLION
Kosmos Energy Ltd
Top 200 carbon reserves$9.45 MILLION
Top 200 carbon reserves$9.17 MILLION
Top 200 carbon reserves$7.95 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
50
holdings
$136.32M
invested
12%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
21
holdings
$58.52M
invested
4.94%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
113
holdings
$282.03M
invested
24%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
3
holdings
$21.34M
invested
1.8%
of portfolio
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
37
holdings
$117.76M
invested
9.94%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
138 holdings
138 holdings
- 1. Glencore PLC
$14.21M1.2% - 2. BP PLC
$13.87M1.17% - 3. Cheniere Energy Inc$13.17M1.11%
- 4. NextEra Energy Inc
$13.06M1.1% - 5. Duke Energy Corp$10.96M0.92%
See all
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Russell Investment Tax-Managed Real Assets Fund RTXSX
Environment
Social
Search more funds
Financial performance
Performance data provided by
Find more financial data on RTXSX at Morningstar.com
Find more financial data on RTXSX at Morningstar.comMore from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more
Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.
Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good
© Copyright 2025 As You Sow. All rights reserved.
Main Post Office, PO Box 751, Berkeley, CA 94701
Main Post Office, PO Box 751, Berkeley, CA 94701
Connect with As You Sow
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer