RIGRX — Investment Grade Bond Fund

Data updated: 2026-06-22

RIGRX — Investment Grade Bond Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Long Total / Aggregate Bond · $1.01B AUM · 0.38% expense ratio · 4.2% 1-yr return. From SEC regulatory filings.

RIGRX Fund Overview

RIGRX — Investment Grade Bond Fund is a US mutual fund managed by Russell Investment CO, categorised as Long Total / Aggregate Bond. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Russell Investment CO
  • Category: Long Total / Aggregate Bond
  • Assets under management: $1.01B
  • 1-year return: 4.2%
  • Ticker: RIGRX
  • SEC CIK: 0000351601
  • SEC series ID: S000001587
  • Share class ID: C000166200

RIGRX Holdings

Top 10 holdings of Investment Grade Bond Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Russell Investments Trust Company Commingled Employee Benefit Funds Trust-U.S. Cash Management Fund8.51%
Government National Mortgage Association1.50%
United States Treasury0.95%
United States Treasury0.87%
United States Treasury0.76%
BX Trust0.73%
United States Treasury0.69%
Apna Park CLO DAC0.68%
United States Treasury0.68%
United States Treasury0.67%

View all RIGRX holdings

RIGRX Portfolio Allocation

Asset-class allocation of Investment Grade Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Fixed Income60.8%
Securitized31.0%
Cash & Equivalents8.5%

RIGRX Performance

Total returns for RIGRX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD0.0%
1 year4.2%
3 years (annualised)3.4%
5 years (annualised)-0.2%

RIGRX Risk Information

Risk metrics for RIGRX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 3.5%

RIGRX Costs and Fees

RIGRX costs about $38 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.38%
  • Gross expense ratio: 0.41%
  • Portfolio turnover: 82%
  • Brokerage commissions: 0.76 bps of average net assets (SEC N-CEN)

RIGRX Cashflows

Over the 12 months to 2026-04, Investment Grade Bond Fund had net inflows of $57.90M, from monthly SEC N-PORT filings.

MonthNet flow
2026-04$4.99M
2026-03$2.27M
2026-02$8.46M
2026-01$1.85M
2025-12$17.63M
2025-11−$34.47M

RIGRX Debt Constituents

Largest debt holdings of Investment Grade Bond Fund by percentage of net assets, from the latest SEC N-PORT filing.

Debt holding% of net assets
United States Treasury0.95%
United States Treasury0.87%
United States Treasury0.76%
United States Treasury0.69%
United States Treasury0.68%
United States Treasury0.67%
United States Treasury0.65%
United States Treasury0.64%
United States Treasury0.62%
United States Treasury0.61%

RIGRX Prospectus and SEC Filings

Official Investment Grade Bond Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Long Total / Aggregate Bond funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.