Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.08%  
1 week
   
-0.42%  
4 week   +2.71%
   
3 month   +5.33%
   
YTD   +4.05%
   
1 year   +6.40%
   
3 years*   +10.50%
   
5 years*   +8.08%
   
*annualized
Best 3 month return+31.56%  
Worst 3 month return-35.95%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Below 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 assets901.21M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.85%  
Stocks77.86%  
Bonds8.35%  
Preferred0.16%  
Other5.03%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
12.01+0.05(0.42%)
Apr 20, 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.
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* -1.77 -2.86 -5.03 -4.31
Beta* 1.42 1.53 1.66 1.70
Mean annual return 0.36 0.78 0.73 0.56
R-squared* 98.10 97.19 98.23 97.51
Standard deviation 8.05 9.76 14.03 16.66
Sharpe ratio 0.53 0.95 0.62 0.32
* Against standard index

Top 10 holdings