Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.33%
   
1 week   +1.60%
   
4 week   +1.62%
   
3 month   +1.79%
   
YTD   +2.04%
   
1 year   +13.86%
   
3 years*   +6.38%
   
5 years*   +14.61%
   
*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 Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.40B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash13.53%  
Stocks69.12%  
Bonds12.46%  
Preferred0.14%  
Other4.75%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.04-0.02(-0.17%)
Apr 23, 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 (the "underlying 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* -1.59 -4.37 -3.67 -3.04
Beta* 1.30 1.44 1.44 1.44
Mean annual return 1.02 0.62 1.31 0.57
R-squared* 98.27 98.49 98.82 98.20
Standard deviation 8.52 12.05 13.43 14.06
Sharpe ratio 1.42 0.61 1.16 0.37
* Against standard index

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