Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.74%
   
1 week
   
-0.73%  
4 week
   
-0.32%  
3 month   +1.99%
   
YTD   +2.59%
   
1 year   +5.48%
   
3 years*   +8.56%
   
5 years*   +7.84%
   
*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 assets2.20B 
Front load-  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.63%  
Stocks70.54%  
Bonds12.73%  
Preferred0.16%  
Other4.94%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
12.24+0.03(0.25%)
Apr 1, 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 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.
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* -1.64 -2.36 -3.61 -3.06
Beta* 1.30 1.34 1.41 1.43
Mean annual return 0.45 0.75 0.79 0.53
R-squared* 98.87 98.19 98.80 98.16
Standard deviation 7.18 8.44 12.03 14.01
Sharpe ratio 0.75 1.06 0.78 0.35
* Against standard index

Top 10 holdings