Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.76%
   
1 week   +3.02%
   
4 week
   
-2.05%  
3 month
   
-4.24%  
YTD   +1.29%
   
1 year   +3.84%
   
3 years*   +10.12%
   
5 years*   +8.34%
   
*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 assets2.29B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash12.87%  
Stocks70.62%  
Bonds12.75%  
Preferred0.19%  
Other3.57%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.98+0.03(0.25%)
Oct 24, 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* -2.74 -2.93 -3.49 -3.09
Beta* 1.30 1.36 1.41 1.44
Mean annual return 0.68 1.07 0.78 0.58
R-squared* 98.42 98.12 98.60 98.18
Standard deviation 7.88 9.98 12.18 14.06
Sharpe ratio 1.02 1.28 0.76 0.38
* Against standard index

Top 10 holdings