Russell LifePoints Equity Growth Strategy Fund Class S

 (MUTF:RELSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.17%  
1 week   +0.08%
   
4 week   +5.81%
   
3 month
   
-0.83%  
YTD   +4.08%
   
1 year   +6.83%
   
3 years*   +13.22%
   
5 years*   +9.29%
   
*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 Average High
Overall Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets941.27M 
Front load-  
Deferred load-  
Expense ratio1.27%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash10.56%  
Stocks77.92%  
Bonds7.80%  
Preferred0.18%  
Other3.53%  

Purchase information

Initial$0  
AIP Initial$0  
AIP Additional$25  
11.92+0.07(0.59%)
Nov 21, 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 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* -2.78 -3.43 -5.05 -4.26
Beta* 1.45 1.52 1.68 1.70
Mean annual return 0.60 0.96 0.91 0.61
R-squared* 97.09 96.67 97.96 97.52
Standard deviation 8.32 10.06 14.43 16.76
Sharpe ratio 0.85 1.14 0.75 0.34
* Against standard index

Top 10 holdings