Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.59%  
1 week
   
-4.25%  
4 week
   
-3.97%  
3 month
   
-12.27%  
YTD
   
-9.24%  
1 year
   
-13.32%  
3 years*   +1.24%
   
5 years*   +2.21%
   
*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 Average
5 years Below Average High
10 years Below Average High
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets682.27M 
Front load-  
Deferred load-  
Expense ratio1.16%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.00%  
Stocks79.59%  
Bonds7.28%  
Preferred0.03%  
Other3.09%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
9.92-0.16(-1.59%)
Feb 8, 4:00PM EST 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* -0.57 -2.05 -3.83 -4.37
Beta* 1.57 1.48 1.61 1.69
Mean annual return -0.57 0.27 0.36 0.33
R-squared* 99.11 98.08 97.76 97.64
Standard deviation 12.53 9.92 12.57 16.84
Sharpe ratio -0.55 0.33 0.34 0.17
* Against standard index

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