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   +0.42%
   
1 week
   
-0.08%  
4 week   +0.59%
   
3 month
   
-0.17%  
YTD   +5.04%
   
1 year   +9.86%
   
3 years*   +12.95%
   
5 years*   +9.81%
   
*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 Below 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 assets996.31M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.40%  
Stocks77.35%  
Bonds7.42%  
Preferred0.11%  
Other4.72%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.93-0.03(-0.25%)
Sep 19, 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* 4.29 4.28 3.87 -0.40
Beta* 0.73 0.80 0.85 0.85
Mean annual return 1.39 1.03 0.97 0.66
R-squared* 83.79 92.25 92.30 91.45
Standard deviation 8.12 13.05 14.46 16.72
Sharpe ratio 2.05 0.94 0.80 0.38
* Against standard index

Top 10 holdings