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   +0.16%
   
4 week   +1.44%
   
3 month   +4.57%
   
YTD   +4.83%
   
1 year   +6.69%
   
3 years*   +10.34%
   
5 years*   +7.62%
   
*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 Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.16B 
Front load-  
Deferred load-  
Expense ratio1.11%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash11.63%  
Stocks70.54%  
Bonds12.73%  
Preferred0.16%  
Other4.94%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
12.55+0.03(0.24%)
Apr 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.
Fund filings (PDF) »
Asset managers:
Brian Meath (Started: Jan 10, 2014)
Rob Balkema (Started: Dec 18, 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* -1.27 -2.29 -3.58 -3.04
Beta* 1.30 1.34 1.41 1.43
Mean annual return 0.36 0.70 0.68 0.54
R-squared* 98.94 98.19 98.79 98.16
Standard deviation 7.32 8.50 11.87 14.00
Sharpe ratio 0.58 0.98 0.68 0.36
* Against standard index

Top 10 holdings