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   +0.67%
   
1 week
   
-0.58%  
4 week
   
-0.41%  
3 month   +1.83%
   
YTD   +5.09%
   
1 year   +5.18%
   
3 years*   +13.75%
   
5 years*   +10.28%
   
*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 Below Average High
Overall Below Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets898.38M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.67%  
Stocks78.88%  
Bonds7.16%  
Preferred0.17%  
Other4.11%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
12.08+0.08(0.67%)
May 27, 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* -0.80 -2.46 -4.82 -4.32
Beta* 1.44 1.53 1.66 1.70
Mean annual return 0.53 0.87 0.75 0.59
R-squared* 98.58 97.32 98.26 97.51
Standard deviation 8.25 9.73 14.04 16.65
Sharpe ratio 0.77 1.06 0.64 0.34
* Against standard index

Top 10 holdings