Russell LifePoints Moderate Strategy Fund Class C

 (MUTF:RMLCX)   Watch this mutual fund  
Find more results for MUTF:RMLCX

Performance

Trailing returns

1 day   +0.26%
   
1 week
   
-0.26%  
4 week   +0.12%
   
3 month
   
-2.16%  
YTD   +0.44%
   
1 year
   
-0.01%  
3 years*   +4.51%
   
5 years*   +4.94%
   
*annualized
Best 3 month return+16.18%  
Worst 3 month return-20.87%  

Morningstar statistics

Morningstar category: Conservative Allocation
  Return Risk Rating
3 years Average Average
5 years Below Average Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets759.35M 
Front load-  
Deferred load-  
Expense ratio1.90%  
Management fee-  
Fund familyRussell 

Asset allocation

Cash17.61%  
Stocks31.90%  
Bonds46.71%  
Preferred0.16%  
Other3.62%  

Purchase information

Initial$0  
AIP Initial$25  
AIP Additional$25  
11.600.00(0.00%)
Jul 30, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide current income and moderate 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 advisor 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 as of March 1, 2015 is 34% to equity, 59% to fixed/other income and 7% 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* -0.49 -1.40 -1.32 -1.70
Beta* 0.71 0.73 0.74 0.83
Mean annual return -0.01 0.41 0.48 0.35
R-squared* 88.60 88.26 94.96 94.68
Standard deviation 4.25 4.22 6.06 8.22
Sharpe ratio -0.04 1.16 0.94 0.34
* Against standard index

Top 10 holdings