Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day
   
-0.24%  
1 week
   
-0.16%  
4 week   +0.40%
   
3 month   +2.02%
   
YTD   +4.91%
   
1 year   +5.90%
   
3 years*   +12.04%
   
5 years*   +9.82%
   
*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 assets2.17B 
Front load-  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.54%  
Stocks71.53%  
Bonds12.88%  
Preferred0.17%  
Other3.88%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
12.53-0.03(-0.24%)
May 22, 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* -0.70 -1.99 -3.46 -3.09
Beta* 1.31 1.34 1.41 1.44
Mean annual return 0.48 0.77 0.69 0.56
R-squared* 99.15 98.30 98.79 98.17
Standard deviation 7.47 8.47 11.88 13.99
Sharpe ratio 0.77 1.09 0.69 0.38
* Against standard index

Top 10 holdings