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
   
-2.41%  
4 week
   
-1.85%  
3 month
   
-0.02%  
YTD   +1.90%
   
1 year   +0.21%
   
3 years*   +10.04%
   
5 years*   +9.77%
   
*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 assets2.13B 
Front load-  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash12.29%  
Stocks71.34%  
Bonds12.83%  
Preferred0.20%  
Other3.35%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
12.22+0.05(0.41%)
Jul 2, 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* -0.53 -1.18 -3.53 -3.04
Beta* 1.30 1.29 1.42 1.44
Mean annual return 0.33 0.98 0.81 0.54
R-squared* 99.07 97.96 98.68 98.16
Standard deviation 7.33 7.01 11.33 13.98
Sharpe ratio 0.54 1.66 0.85 0.37
* Against standard index

Top 10 holdings