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   +0.97%
   
1 week
   
-0.86%  
4 week   +1.46%
   
3 month   +1.01%
   
YTD   +0.92%
   
1 year   +14.27%
   
3 years*   +7.14%
   
5 years*   +14.92%
   
*annualized
Best 3 month return+31.56%  
Worst 3 month return-35.95%  

Morningstar statistics

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

Key statistics

Total assets1.03B 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash12.07%  
Stocks76.50%  
Bonds6.68%  
Preferred0.12%  
Other4.64%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.52+0.02(0.17%)
Apr 17, 4:00PM EDT 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* 5.54 3.74 3.88 -0.50
Beta* 0.70 0.81 0.83 0.85
Mean annual return 1.18 0.68 1.44 0.60
R-squared* 89.80 94.24 93.42 91.65
Standard deviation 9.51 14.03 15.98 16.79
Sharpe ratio 1.49 0.58 1.08 0.33
* Against standard index

Top 10 holdings