Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.27%
   
1 week   +0.64%
   
4 week
   
-4.73%  
3 month
   
-7.92%  
YTD
   
-3.46%  
1 year
   
-5.39%  
3 years*   +8.00%
   
5 years*   +8.67%
   
*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 Above Average
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 assets842.10M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.54%  
Stocks79.67%  
Bonds7.43%  
Preferred0.04%  
Other3.32%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
11.07+0.03(0.27%)
Aug 28, 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 principally in a combination of several other Russell Investment Company ("RIC") funds (the "underlying funds"). The fund's approximate target strategic allocation as of March 1, 2015 is 79% to equity, 8% to fixed/other income and 13% to alternative asset classes.
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* -0.41 -1.09 -4.35 -4.34
Beta* 1.44 1.43 1.64 1.70
Mean annual return 0.21 0.90 0.81 0.50
R-squared* 98.10 97.18 97.90 97.53
Standard deviation 7.89 7.87 12.80 16.60
Sharpe ratio 0.32 1.36 0.75 0.28
* Against standard index

Top 10 holdings