Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.08%  
1 week   +0.00%  
4 week   +2.94%
   
3 month   +1.06%
   
YTD   +3.21%
   
1 year   +5.86%
   
3 years*   +9.93%
   
5 years*   +9.74%
   
*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 assets863.87M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash9.97%  
Stocks77.13%  
Bonds7.57%  
Preferred0.16%  
Other5.60%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.94+0.04(0.34%)
Mar 2, 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 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 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* -2.28 -3.02 -5.01 -4.28
Beta* 1.38 1.53 1.67 1.70
Mean annual return 0.46 0.83 0.83 0.53
R-squared* 98.90 97.23 98.19 97.51
Standard deviation 7.76 9.69 14.16 16.64
Sharpe ratio 0.70 1.02 0.69 0.30
* Against standard index

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