Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day
   
-0.24%  
1 week   +0.32%
   
4 week   +0.40%
   
3 month   +2.06%
   
YTD   +5.61%
   
1 year   +15.66%
   
3 years*   +12.01%
   
5 years*   +10.40%
   
*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 assets2.34B 
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  
12.50+0.03(0.24%)
Aug 29, 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* -2.41 -4.37 -3.65 -3.17
Beta* 1.33 1.43 1.42 1.44
Mean annual return 0.92 0.69 0.93 0.61
R-squared* 98.02 98.42 98.64 98.19
Standard deviation 7.80 11.87 12.17 14.00
Sharpe ratio 1.41 0.69 0.90 0.41
* Against standard index

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