Global Equity Active ETF

Shareclass

Global Equity Active ETF (RGLO)

Type

Exchange-traded fund

Manager

Russell Investment Management Limited

Flagged investments:

$1.09 MILLION, 16% of assets

Higher risk:

$117,753, 1.69% of assets

Private prison operators:

$0, 0% of assets

For each prison industrial complex category, click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$839,376

invested

12%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$927,927

invested

13%

of portfolio

All flagged holdings

22 holdings

1.
Microsoft Corp
$253,198
3.62%
2.
Amazon.com Inc
$180,409
2.58%
3.
Alphabet Inc Class C
$148,305
2.12%
4.
Alphabet Inc Class A
$56,674
0.81%
5.
Berkshire Hathaway Inc Class B
$44,348
0.63%

Higher risk
Private prison operator

See all

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Sustainability report card

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Global Equity Active ETF RGLO

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on RGLO at Morningstar.com

Current fund

RGLO

Global Equity Active ETF

Family

Russell Investment Management Limited

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

Less than one year of returns available

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.22% less invested

More invested in higher risk companies, border industry

0.29% more invested

More invested in higher risk companies

0.27% more invested

Less invested in all screened prison industry companies

0.08% less invested

More invested in all screened border industry companies

1.46% more invested

More invested in all screened companies

1.02% more invested

Current fund

RGLO

Global Equity Active ETF

Family

Russell Investment Management Limited

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

Less than one year of returns available

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.22% less invested

More invested in higher risk companies, border industry

0.29% more invested

More invested in higher risk companies

0.27% more invested

Less invested in all screened prison industry companies

0.08% less invested

More invested in all screened border industry companies

1.46% more invested

More invested in all screened companies

1.02% more invested

Current fund

RGLO

Global Equity Active ETF

Family

Russell Investment Management Limited

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

Less than one year of returns available

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.22% less invested

More invested in higher risk companies, border industry

0.29% more invested

More invested in higher risk companies

0.27% more invested

Less invested in all screened prison industry companies

0.08% less invested

More invested in all screened border industry companies

1.46% more invested

More invested in all screened companies

1.02% more invested

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
RGLO - Global Equity Active ETF

Benchmark

14%

12%

13%

9.39%

<0.01%

Fund compared to benchmark

Less than one year of returns available

<0.01% lower

Find more financial data on RGLO at Morningstar.com

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