Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.26%
   
1 week
   
-2.73%  
4 week
   
-1.84%  
3 month   +0.22%
   
YTD   +2.31%
   
1 year   +0.35%
   
3 years*   +11.48%
   
5 years*   +10.95%
   
*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 assets887.93M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.70%  
Stocks78.58%  
Bonds7.01%  
Preferred0.20%  
Other3.50%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
11.82+0.06(0.51%)
Jul 2, 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* -0.60 -1.18 -4.78 -4.26
Beta* 1.44 1.45 1.66 1.70
Mean annual return 0.36 1.11 0.90 0.57
R-squared* 98.56 97.00 98.06 97.50
Standard deviation 8.12 7.91 13.34 16.64
Sharpe ratio 0.53 1.67 0.80 0.32
* Against standard index

Top 10 holdings