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   +0.25%
   
1 week   +1.44%
   
4 week   +0.25%
   
3 month   +3.09%
   
YTD   +5.22%
   
1 year   +15.99%
   
3 years*   +14.66%
   
5 years*   +11.03%
   
*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 Below Average
10 years Below Average Average
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets978.41M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.21%  
Stocks78.67%  
Bonds7.18%  
Preferred0.11%  
Other3.83%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.98+0.03(0.25%)
Aug 21, 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* 0.33 3.50 3.64 -0.57
Beta* 0.78 0.81 0.85 0.85
Mean annual return 1.01 0.77 1.00 0.64
R-squared* 88.55 93.58 92.59 91.58
Standard deviation 8.74 13.82 14.51 16.71
Sharpe ratio 1.38 0.66 0.82 0.37
* Against standard index

Top 10 holdings