Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.59%
   
1 week
   
-1.03%  
4 week
   
-2.12%  
3 month
   
-3.02%  
YTD   +1.44%
   
1 year   +4.96%
   
3 years*   +12.82%
   
5 years*   +8.68%
   
*annualized
Best 3 month return+31.56%  
Worst 3 month return-35.95%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Average High
5 years Below Average High
10 years Below Average High
Overall Below Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets936.43M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.72%  
Stocks78.94%  
Bonds8.65%  
Preferred0.17%  
Other3.74%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.77+0.03(0.26%)
Dec 19, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide high long-term capital appreciation. 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 "underlying 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 73% to equity underlying funds, 8% 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* -2.89 -3.61 -5.02 -4.33
Beta* 1.44 1.53 1.68 1.70
Mean annual return 0.58 1.04 0.85 0.57
R-squared* 97.13 96.64 97.93 97.52
Standard deviation 8.30 9.94 14.31 16.69
Sharpe ratio 0.83 1.25 0.71 0.32
* Against standard index

Top 10 holdings