Russell LifePoints Growth Strategy Fund Class S

 (MUTF:RALSX)   Watch this mutual fund  
Find more results for MUTF:RALSX

Performance

Trailing returns

1 day
   
-1.41%  
1 week
   
-3.77%  
4 week
   
-3.41%  
3 month
   
-10.89%  
YTD
   
-8.16%  
1 year
   
-11.93%  
3 years*   +1.18%
   
5 years*   +2.26%
   
*annualized
Best 3 month return+26.61%  
Worst 3 month return-31.12%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Below Average Below Average
5 years Below Average Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.67B 
Front load-  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.96%  
Stocks72.41%  
Bonds13.48%  
Preferred0.07%  
Other3.09%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
10.47-0.15(-1.41%)
Feb 8, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide high long term capital appreciation, and as a secondary objective, current income. The fund is a "fund of funds," which seeks to achieve its objective by investing principally in a combination of several other Russell Investment Company ("RIC") funds (the "underlying funds"). The fund's approximate target strategic allocation as of March 1, 2015 is 71% to equity, 16% to fixed/other income and 13% to alternative asset classes.
Fund filings (PDF) »
Asset managers:
Brian Meath (Started: Jan 10, 2014)
Rob Balkema (Started: Dec 18, 2014)
Advisor Company:
Russell Investment Management Co
Fund family reports on Morningstar »
1301 Second Avenue, 18th Floor, Tacoma WA 98101, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.59 -1.84 -3.12 -3.11
Beta* 1.40 1.33 1.40 1.43
Mean annual return -0.51 0.25 0.33 0.34
R-squared* 99.46 98.72 98.47 98.26
Standard deviation 11.13 8.88 10.93 14.22
Sharpe ratio -0.56 0.33 0.36 0.21
* Against standard index

Top 10 holdings