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   +0.77%
   
1 week
   
-0.75%  
4 week
   
-0.42%  
3 month   +2.16%
   
YTD   +2.78%
   
1 year   +5.60%
   
3 years*   +9.47%
   
5 years*   +8.20%
   
*annualized
Best 3 month return+31.56%  
Worst 3 month return-35.95%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Below 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 assets894.12M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.85%  
Stocks77.86%  
Bonds8.35%  
Preferred0.16%  
Other5.03%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
11.85+0.09(0.77%)
Mar 30, 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* -1.98 -2.92 -5.05 -4.32
Beta* 1.43 1.54 1.67 1.70
Mean annual return 0.48 0.83 0.86 0.55
R-squared* 98.07 97.18 98.22 97.52
Standard deviation 7.90 9.70 14.24 16.68
Sharpe ratio 0.72 1.03 0.72 0.31
* Against standard index

Top 10 holdings