Russell LifePoints Growth Strategy Fund Class S

 (MUTF:RALSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.35%
   
1 week
   
-0.99%  
4 week
   
-1.88%  
3 month
   
-2.59%  
YTD   +1.97%
   
1 year   +4.98%
   
3 years*   +11.39%
   
5 years*   +8.26%
   
*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 Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.27B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.88%  
Stocks71.25%  
Bonds12.62%  
Preferred0.18%  
Other4.08%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.26+0.04(0.33%)
Dec 19, 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 manager:
Brian Meath (Started: Jan 10, 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* -2.22 -2.88 -3.40 -3.07
Beta* 1.33 1.34 1.42 1.44
Mean annual return 0.57 0.93 0.79 0.55
R-squared* 98.30 97.72 98.56 98.16
Standard deviation 7.60 8.66 12.03 14.01
Sharpe ratio 0.89 1.29 0.78 0.36
* Against standard index

Top 10 holdings