Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.92%
   
1 week   +2.29%
   
4 week
   
-0.05%  
3 month   +3.65%
   
YTD   +0.50%
   
1 year   +3.94%
   
3 years*   +9.86%
   
5 years*   +8.68%
   
*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 assets2.21B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.75%  
Stocks70.74%  
Bonds12.85%  
Preferred0.17%  
Other4.49%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.01-0.03(-0.25%)
Jan 23, 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* -2.65 -2.48 -3.64 -3.08
Beta* 1.33 1.34 1.41 1.43
Mean annual return 0.33 0.92 0.72 0.51
R-squared* 98.62 98.35 98.81 98.16
Standard deviation 7.78 8.71 12.04 13.99
Sharpe ratio 0.50 1.25 0.71 0.33
* Against standard index

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