Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day
   
-0.16%  
1 week   +0.57%
   
4 week   +2.15%
   
3 month   +1.04%
   
YTD   +3.01%
   
1 year   +6.08%
   
3 years*   +8.92%
   
5 years*   +9.09%
   
*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 Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.14B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.72%  
Stocks69.71%  
Bonds13.12%  
Preferred0.17%  
Other5.29%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.33-0.01(-0.08%)
Feb 27, 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 in a combination of several other Russell Investment Company ("RIC") 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 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* -1.75 -2.42 -3.58 -3.06
Beta* 1.29 1.34 1.41 1.43
Mean annual return 0.46 0.75 0.76 0.52
R-squared* 99.13 98.24 98.78 98.15
Standard deviation 7.24 8.44 11.95 13.98
Sharpe ratio 0.76 1.06 0.75 0.34
* Against standard index

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