Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.33%
   
1 week   +2.52%
   
4 week
   
-4.20%  
3 month
   
-4.36%  
YTD   +0.38%
   
1 year   +3.31%
   
3 years*   +11.09%
   
5 years*   +8.58%
   
*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 Average High
Overall Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets935.97M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.85%  
Stocks78.23%  
Bonds7.33%  
Preferred0.18%  
Other3.41%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.34-0.07(-0.61%)
Oct 22, 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* -3.21 -3.62 -5.16 -4.28
Beta* 1.42 1.57 1.68 1.70
Mean annual return 0.72 1.22 0.84 0.61
R-squared* 97.32 97.13 97.98 97.52
Standard deviation 8.64 11.58 14.51 16.76
Sharpe ratio 0.99 1.26 0.69 0.34
* Against standard index

Top 10 holdings