Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day
   
-0.08%  
1 week
   
-0.80%  
4 week
   
-0.47%  
3 month   +3.00%
   
YTD   +4.93%
   
1 year   +12.96%
   
3 years*   +8.38%
   
5 years*   +11.31%
   
*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 Average
5 years Below Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.42B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash12.27%  
Stocks71.00%  
Bonds12.44%  
Preferred0.12%  
Other4.16%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.18-0.03(-0.25%)
Aug 1, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high long-term capital appreciation with low current income. The fund is a "fund of funds," which seeks to achieve its objective by investing in a combination of several other Russell Investment Company ("RIC") funds (the "underlying funds"). The fund intends its strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments. The fund's approximate target strategic allocation is 65% to equity underlying funds, 16% to fixed income underlying funds and 19% to alternative underlying funds.
Fund filings (PDF) »
Asset manager:
Brian Meath (Started: Jan 10, 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* -2.70 -4.57 -3.74 -3.19
Beta* 1.32 1.44 1.42 1.44
Mean annual return 1.39 0.71 1.08 0.60
R-squared* 97.76 98.45 98.72 98.20
Standard deviation 7.60 11.82 12.46 14.01
Sharpe ratio 2.19 0.72 1.04 0.40
* Against standard index

Top 10 holdings