Performance
Trailing returns
| 1 day |
| -0.18% | |||
| 1 week | +0.54% |
| |||
| 4 week | +3.49% |
| |||
| 3 month | +5.00% |
| |||
| YTD | +8.84% |
| |||
| 1 year | +20.07% |
| |||
| 3 years* | +9.80% |
| |||
| 5 years* | +2.26% |
| |||
| *annualized | |||||
| Best 3 month return | +26.61% | |
| Worst 3 month return | -31.12% |
Morningstar statistics
Morningstar category: Aggressive Allocation
| Return | Risk | Rating | |
| 3 years | Average | Average |
 
|
| 5 years | Below Average | Above Average |
|
| 10 years | Average | Above Average |
|
| Overall | Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 2.40B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.22% | |
| Management fee | - | |
| Fund family | Russell |
Asset allocation
| Cash | 2.64% | |
| Stocks | 71.65% | |
| Bonds | 19.93% | |
| Preferred | 0.10% | |
| Other | 5.68% |
Purchase information
| Initial | $0 | |
| AIP Initial | $25 | |
| AIP Additional | $25 |
11.33+0.06(0.53%)
May 17, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks high long-term capital appreciation with low 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. It 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 as of March 1, 2013 is 63% to equity underlying funds, 19% to fixed income underlying funds and 18% to alternative underlying funds.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Michael Ruff (Started: Aug 12, 2011)
Michael Ruff (Started: Aug 12, 2011)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -3.42 | -4.60 | -4.22 | -3.14 | |
| Beta* | 1.41 | 1.44 | 1.44 | 1.43 | |
| Mean annual return | 0.94 | 0.69 | 0.35 | 0.69 | |
| R-squared* | 98.45 | 99.12 | 98.56 | 98.06 | |
| Standard deviation | 9.93 | 14.04 | 18.17 | 14.04 | |
| Sharpe ratio | 1.13 | 0.59 | 0.22 | 0.47 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Russell International Developed Mkts Y | 15.63% | |
| Russell Strategic Bond Y | 13.66% | |
| Russell Global Equity Y | 13.02% | |
| Russell US Core Equity Y | 12.41% | |
| Russell US Dynamic Equity Y | 6.55% | |
| Russell Commodity Strategies Y | 5.83% | |
| Russell Emerging Markets Y | 5.64% | |
| Russell US Defensive Equity Y | 5.62% | |
| Russell US Small Cap Equity Y | 5.59% | |
| Russell Global Infrastructure Y | 4.05% |