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Mutual Fund Insights: Russell LifePoints 2010 Strategy S Fund (RJLSX)

In-depth Analysis of Russell LifePoints 2010 Strategy S Fund (RJLSX)

Mutual fund chart: Russell LifePoints 2010 Strategy S Fund (RJLSX)

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See Russell LifePoints 2010 Strategy S Fund (RJLSX) performance details as of January 31, 2010

  

    Last Trade: $10.20 on 3/19/2010, Change: -0.02 (-0.2%)

  

Fund Manager - Jill F Johnson

Fund Manager Tenure: 3.1 years   [Similar Funds: RJLAX  RJLDX  RJLEX  RJLRX  RJLTX ]
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)
Johnson has been a portfolio manager with Russell Investment Management Company since May 2004 and senior investment officer since March, 2000. From 1995 to 2000, she was the principal of JF Johnson Consulting in Seattle and Los Angeles.  Get more insights on Jill F Johnson

  

What we like about Russell LifePoints 2010 Strategy S Fund (RJLSX) What we like about Russell LifePoints 2010 Strategy S Fund (RJLSX)

Data for Russell LifePoints 2010 Strategy S Fund (RJLSX) as of January 31, 2010

  • Russell LifePoints 2010 Strategy S Fund (RJLSX) management has been with Russell LifePoints 2010 Strategy S Fund for 3.1 years
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) has good short-term performance (1-year return 27.15% vs 25.58% Target Date 2000-2010 category average)
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) has good mid-term performance (3-year return 0.86% vs -1.69% Target Date 2000-2010 category average)
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) has good Long-term performance (5-year return 4.00% vs 2.20% Target Date 2000-2010 category average)
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) ratio of up-years vs down years is greater than 2
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) has a Morningstar rating of 4 and above
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) has an annual stock turnover rate of 18.00% vs Target Date 2000-2010 average of 52.58%. It is good that Russell LifePoints 2010 Strategy S management does not trade extensively for its return.
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.34, lower than category average of 13.15
  • Russell LifePoints 2010 Strategy S Fund (RJLSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Russell LifePoints 2010 Strategy S Fund (RJLSX) What we are cautious about Russell LifePoints 2010 Strategy S Fund (RJLSX)

Data for Russell LifePoints 2010 Strategy S Fund (RJLSX) as of January 31, 2010

  • Russell LifePoints 2010 Strategy S Fund (RJLSX) has a higher management fee of 0.68% than its Target Date 2000-2010 average of 0.60%
See Russell LifePoints 2010 Strategy S Fund (RJLSX) performance details as of January 31, 2010

  

  

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Russell LifePoints 2010 Strategy S Fund (RJLSX) Net Asset

Track net asset change of Russell LifePoints 2010 Strategy S fund (RJLSX)

DateNet Asset
01/2010$6.56M
11/2009$9.57M
10/2009$9.20M
More historic net asset information on Russell LifePoints 2010 Strategy S Fund (RJLSX)

  

Russell LifePoints 2010 Strategy S Fund (RJLSX) Portfolio Allocation

Track portfolio allocation change of Russell LifePoints 2010 Strategy S fund (RJLSX)

DateCashStockBondOther
11/200913.9%28.13%55.64%2.33%
08/200914.33%28.26%54.83%2.58%
05/200913.79%30.1%53.16%2.94%
Click here to see more historic asset allocation information on Russell LifePoints 2010 Strategy S Fund (RJLSX)

  

Most Recent Top 10 Holdings in Russell LifePoints 2010 Strategy S Fund (RJLSX)

Discover what Russell LifePoints 2010 Strategy S Fund (RJLSX) manager is buying

30-Nov-09
Russell Strategic Bond Y [60.25%]
Russell US Core Equity Y [8.59%]
Russell US Quantitative Equity Y [8.58%]
Russell International Developed Mkts Y [7.39%]
Russell Short Duration Bond Y [6.01%]
Russell Real Estate Secs Y [3.06%]
Russell Global Equity Y [2.67%]
Russell US Small & Mid Cap Y [2.07%]
Russell Emerging Markets Y [1.38%]
N/A [0%]

31-Aug-09
Russell Strategic Bond Y [59.93%]
Russell US Core Equity Y [8.65%]
Russell US Quantitative Equity Y [8.63%]
Russell International Developed Mkts Y [7.56%]
Russell Short Duration Bond Y [5.98%]
Russell Real Estate Secs Y [3.07%]
Russell Global Equity Y [2.7%]
Russell US Small & Mid Cap Y [2.09%]
Russell Emerging Markets Y [1.39%]
N/A [0%]

31-May-09
Russell Strategic Bond Y [59.06%]
Russell U.S. Core Equity Y [8.75%]
Russell U.S. Quantitative Equity Y [8.71%]
Russell International Developed Mkts Y [7.91%]
Russell Short Duration Bond Y [5.9%]
Russell Real Estate Secs Y [3.16%]
Russell Global Equity Y [2.78%]
Russell U.S. Small & Mid Cap Y [2.14%]
Russell Emerging Markets Y [1.59%]
N/A [0%]
Click here for Stock Holding Change Map in Russell LifePoints 2010 Strategy S Fund (RJLSX)

  

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