Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +1.85%
   
1 week
   
-1.79%  
4 week
   
-3.67%  
3 month
   
-7.37%  
YTD
   
-3.21%  
1 year
   
-5.20%  
3 years*   +6.96%
   
5 years*   +7.73%
   
*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 assets2.04B 
Front load-  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.69%  
Stocks71.95%  
Bonds12.98%  
Preferred0.06%  
Other3.31%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
11.57+0.02(0.17%)
Aug 28, 4:00PM EDT 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* -0.33 -1.18 -3.37 -3.09
Beta* 1.31 1.28 1.41 1.43
Mean annual return 0.20 0.79 0.72 0.49
R-squared* 99.17 98.08 98.55 98.17
Standard deviation 7.18 7.01 10.94 13.97
Sharpe ratio 0.33 1.34 0.78 0.32
* Against standard index

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