Tax-Managed Real Assets Fund - Russell Investments
Shareclass
Tax-Managed Real Assets Fund Class A (RTXAX)
Type
Open-end mutual fund
Manager
Filing
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 1.5%. Assigned a grade of F.
How we track deforestation-risk investments
How we track deforestation-risk investments
F
4.85%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
15
holdings flagged
4.85%
of assets flagged
This fund contains
Take action $57.78 MILLION invested
in holdings flagged for deforestation riskCommodity producers
13 holdings
3% of assets
$35.8 MILLION invested
Banks and lenders
0 holdings
0% of assets
$0 invested
Major consumer brands
6 holdings
2.28% of assets
$27.17 MILLION invested
Commodity producers
13 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
13 HOLDINGS
- % of portfolio$ invested
- 1. Glencore PLC
1.23%1.23% of portfolio$14.7M$14.7M invested - 2. Neste Oyj0.62%0.62% of portfolio$7.44M$7.44M invested
- 3. Suzano SA
0.3%0.3% of portfolio$3.59M$3.59M invested - 4. Wilmar International Ltd0.17%0.17% of portfolio$2.06M$2.06M invested
- 5. UPM-Kymmene Oyj0.15%0.15% of portfolio$1.82M$1.82M invested
View next 5
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
6 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
6 HOLDINGS
- % of portfolio$ invested
- 1. Shell PLC
1.18%1.18% of portfolio$14.04M$14.04M invested - 2. YPF SA0.67%0.67% of portfolio$7.94M$7.94M invested
- 3. UPM-Kymmene Oyj
0.15%0.15% of portfolio$1.82M$1.82M invested - 4. Archer-Daniels-Midland Co0.14%0.14% of portfolio$1.65M$1.65M invested
- 5. Stora Enso Oyj0.09%0.09% of portfolio$1.07M$1.07M invested
View next 1
DATA AS OF 31 Oct 2025
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Tax-Managed Real Assets Fund - Russell Investments RTXAX
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