Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.32%
   
1 week
   
-0.08%  
4 week   +0.40%
   
3 month
   
-0.15%  
YTD   +5.02%
   
1 year   +9.34%
   
3 years*   +11.49%
   
5 years*   +9.35%
   
*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 assets2.38B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash12.31%  
Stocks69.80%  
Bonds12.84%  
Preferred0.12%  
Other4.93%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.40+0.04(0.32%)
Sep 18, 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. 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* -3.82 -4.02 -3.74 -3.19
Beta* 1.38 1.41 1.42 1.44
Mean annual return 1.28 0.92 0.90 0.62
R-squared* 98.43 98.37 98.64 98.19
Standard deviation 7.23 11.23 12.12 14.01
Sharpe ratio 2.12 0.98 0.89 0.42
* Against standard index

Top 10 holdings