Russell Investments, the index and financial analytics provider, amended paperwork it filed with the Securities and Exchange Commission for equity ETFs, renaming 18 out of its 33 planned funds under the moniker “One World.”
Russell’s plan to offer ETFs began to take shape in June with an SEC filing outlining 11 funds. It has since amended its paperwork twice to add more funds—which now number 33—and revise names and tickers. Though its indexes are popular in ETFs, Russell is a latecomer to the sponsor business.
Russell didn’t disclose expense ratios in the new filing. The renamed funds and their tickers are:
ETF Names |
Tickers |
Russell One World Large Cap ETF |
OWL |
Russell One World Large Cap Growth ETF |
OWLG |
Russell One World Large Cap Value ETF |
OWLV |
Russell One World Small Cap ETF |
OWS |
Russell One World Small Cap Growth ETF |
OWSG |
Russell One World Small Cap Value ETF |
OWSV |
Russell One World All Cap ETF |
OWA |
Russell One World All Cap Growth ETF |
OWAG |
Russell One World All Cap Value ETF |
OWAV |
Russell One World ex-U.S. Large Cap ETF |
OXL |
Russell One World ex-U.S. Large Cap Growth ETF |
OXLG |
Russell One World ex-U.S. Large Cap Value ETF |
OXLV |
Russell One World ex-U.S. Small Cap ETF |
OXS |
Russell One World ex-U.S. Small Cap Growth ETF |
OXSG |
Russell One World ex-U.S. Small Cap Value ETF |
OXSV |
Russell One World ex-U.S. All Cap ETF |
OXA |
Russell One World ex-U.S. All Cap Growth ETF |
OXAG |
Russell One World ex-U.S. All Cap Value ETF |
OXAV |
The amended prospectus leaves the remaining proposed funds’ names unchanged. It didn’t identify tickers for all the ETFs, and didn’t disclose fees.
Other ETFs Russell Has In The Works |
Tickers |
Russell Developed ex-U.S. Large Cap ETF |
?? |
Russell Emerging Markets Large Cap ETF |
?? |
Russell Aggressive Growth ETF |
AGRG |
Russell Consistent Growth ETF |
CONG |
Russell Growth at a Reasonable Price ETF |
GRPC |
Russell Contrarian ETF |
CONTR |
Russell Equity Income ETF |
EQIN |
Russell Low P/E ETF |
LWPE |
Russell Small & Mid Cap Defensive Value ETF |
?? |
Russell Small Cap Defensive Value ETF |
?? |
Russell 1000 Low Beta ETF |
LBTA |
Russell 1000 High Beta ETF |
HBTA |
Russell 1000 Low Volatility ETF |
LVOL |
Russell 1000 High Volatility ETF |
HVOL |
Russell 1000 High Momentum ETF |
HMTM |