Russell LifePoints Equity Growth Strategy Fund Class S

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

Performance

Trailing returns

1 day   +0.61%
   
1 week   +2.02%
   
4 week
   
-0.26%  
3 month   +3.16%
   
YTD   +0.78%
   
1 year   +6.89%
   
3 years*   +10.59%
   
5 years*   +9.33%
   
*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 assets905.71M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.52%  
Stocks78.53%  
Bonds9.76%  
Preferred0.16%  
Other4.62%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.43-0.13(-1.12%)
Jan 28, 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 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* -3.42 -3.03 -5.26 -4.32
Beta* 1.44 1.52 1.68 1.70
Mean annual return 0.30 1.03 0.78 0.52
R-squared* 97.76 97.38 98.20 97.52
Standard deviation 8.43 9.97 14.31 16.66
Sharpe ratio 0.43 1.23 0.64 0.29
* Against standard index

Top 10 holdings