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Russell LifePoints Growth Strategy A (RALAX) Fund Ranking and Research

Ranking, Research and Recommendation of Russell LifePoints Growth Strategy A (RALAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Russell LifePoints Growth Strategy A Fund (RALAX) ManagerFund Manager - Brian Meath

Fund Manager Information

Fund Manager Tenure: 4.5 years
Similar Funds: RALCX  RALEX  RALRX  RALSX 
Fund Family: Russell
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of Russell LifePoints Growth Strategy A Fund (RALAX) ProfileRussell LifePoints Growth Strategy A Fund (RALAX) Profile

Fund Profile and Description

Russell LifePoints Growth Strategy A Fund seeks high long-term capital appreciation with low current income. Russell LifePoints Growth Strategy A Fund is a fund of funds that invests in a combination of several other Russell Investment Company (“RIC”) funds (the “Underlying Funds”). Its approximate target allocation as of March 1, 2010 is 67% to equity underlying funds, 19% to fixed income underlying funds and 14% to real asset Underlying Funds. While the investment is non-diversified, it invests in some diversified underlying holdings.

 

Russell LifePoints Growth Strategy A (RALAX) Fund Strength What we like about Russell LifePoints Growth Strategy A (RALAX) Fund

Data for Russell LifePoints Growth Strategy A Fund (RALAX) as of May 30, 2016

  • Russell LifePoints Growth Strategy A Fund (RALAX) management has been with Russell LifePoints Growth Strategy A Fund for 4.5 years
  • Russell LifePoints Growth Strategy A Fund (RALAX) ratio of up-years vs down years is greater than 2
  • Russell LifePoints Growth Strategy A Fund (RALAX) has an annual stock turnover rate of 39.00% vs Allocation--70% to 85% Equity average of 57.05%. It is good that Russell LifePoints Growth Strategy A management does not trade extensively for its return.
  • Russell LifePoints Growth Strategy A Fund (RALAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.36, lower than category average of 9.46
  • Russell LifePoints Growth Strategy A Fund (RALAX) has a lower expense ratio than its Allocation--70% to 85% Equity average: 0.56% vs 0.89%

Russell LifePoints Growth Strategy A Fund (RALAX) Weakness What we are cautious about Russell LifePoints Growth Strategy A (RALAX) Fund

Data for Russell LifePoints Growth Strategy A Fund (RALAX) as of May 30, 2016

  • Russell LifePoints Growth Strategy A Fund (RALAX) has a less-than-ideal short-term performance (1-year return -4.65% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • Russell LifePoints Growth Strategy A Fund (RALAX) has a less-than-ideal mid-term performance (3-year return 3.65% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • Russell LifePoints Growth Strategy A Fund (RALAX) has a less-than-ideal Long-term performance (5-year return 3.70% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • Russell LifePoints Growth Strategy A Fund (RALAX) has a Morningstar rating of 3 and below
  • Russell LifePoints Growth Strategy A Fund (RALAX) is less safe compared to its Allocation--70% to 85% Equity peers
  • Russell LifePoints Growth Strategy A Fund (RALAX) does not have a good risk adjusted return as its 3-year Alpha of -2.3 is worse than category average of -0.41, and its 3-year Sharpe ratio is 0.42
  • Russell LifePoints Growth Strategy A Fund (RALAX) carries a 5.75% load
See Russell LifePoints Growth Strategy A Fund (RALAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Russell LifePoints Growth Strategy A Fund (RALAX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Russell LifePoints Growth Strategy A2.48-4.653.653.70
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare Russell LifePoints Growth Strategy A Fund (RALAX)Compare with Allocation--70% to 85% Equity category ETFs

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ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of Russell LifePoints Growth Strategy A Fund (RALAX) Net Asset TrackingRussell LifePoints Growth Strategy A (RALAX) Fund Net Asset

Track net asset change of Russell LifePoints Growth Strategy A fund (RALAX)

DateNet Asset
05/2016$1.68B
03/2016$1.71B
02/2016$1.64B
More historic net asset information on Russell LifePoints Growth Strategy A Fund (RALAX)

  

Graph of Russell LifePoints Growth Strategy A Fund (RALAX) Portfolio TrackingRussell LifePoints Growth Strategy A (RALAX) Fund Portfolio Allocation

Track portfolio allocation change of Russell LifePoints Growth Strategy A fund (RALAX)

DateCashStockBondOther
03/201611.93%67.36%13.57%6.91%
02/201611.17%67.97%13.49%7.11%
01/201610.48%68.33%13.51%7.43%
Click here to see more historic asset allocation information on Russell LifePoints Growth Strategy A Fund (RALAX)

 

graph of Russell LifePoints Growth Strategy A Fund (RALAX) Top 10 Position TrackingTop 10 Holdings in Russell LifePoints Growth Strategy A (RALAX) Fund

Discover what Russell LifePoints Growth Strategy A Fund (RALAX) manager is buying

Mar 30, 2016
Russell Select International Equity Y [12.87%]
Russell Global Equity Y [11.93%]
Russell Strategic Bond Y [11.59%]
Russell Select US Equity Y [10.94%]
Russell Emerging Markets Y [9.04%]
Russell US Small Cap Equity Y [9.04%]
Russell US Defensive Equity Y [7.95%]
Russell US Dynamic Equity Y [7.95%]
Russell Global Infrastructure Y [5.02%]
Russell Global Opportunistic Credit Y [4.95%]

Feb 28, 2016
Russell Select International Equity Y [12.82%]
Russell Strategic Bond Y [12.06%]
Russell Global Equity Y [11.92%]
Russell Select US Equity Y [11.05%]
Russell US Small Cap Equity Y [8.99%]
Russell Emerging Markets Y [8.76%]
Russell US Defensive Equity Y [8.03%]
Russell US Dynamic Equity Y [7.85%]
Russell Global Opportunistic Credit Y [5.05%]
Russell Global Infrastructure Y [5.04%]

Jan 30, 2016
Russell Select International Equity Y [13.08%]
Russell Strategic Bond Y [12.28%]
Russell Global Equity Y [12.01%]
Russell Select US Equity Y [11.12%]
Russell US Small Cap Equity Y [8.84%]
Russell Emerging Markets Y [8.66%]
Russell US Defensive Equity Y [8.15%]
Russell US Dynamic Equity Y [7.78%]
Russell Global Infrastructure Y [5.22%]
Russell Global Opportunistic Credit Y [5.09%]
Click here for Stock Holding Change Map in Russell LifePoints Growth Strategy A Fund (RALAX)

  

Latest News on Russell LifePoints Growth Strategy A (RALAX) Fund

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