Russell LifePoints Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.16%
   
1 week   +1.38%
   
4 week   +4.09%
   
3 month   +0.00%  
YTD   +5.70%
   
1 year   +7.63%
   
3 years*   +13.98%
   
5 years*   +8.87%
   
*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 assets2.28B 
Front load-  
Deferred load-  
Expense ratio1.23%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.88%  
Stocks71.25%  
Bonds12.61%  
Preferred0.18%  
Other4.08%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
12.41-0.06(-0.48%)
Nov 28, 1:00PM EST 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* -2.26 -2.76 -3.45 -3.06
Beta* 1.33 1.34 1.41 1.44
Mean annual return 0.57 0.86 0.84 0.57
R-squared* 98.31 97.73 98.58 98.17
Standard deviation 7.60 8.76 12.13 14.06
Sharpe ratio 0.90 1.17 0.82 0.38
* Against standard index

Top 10 holdings