Mutual Fund Insights: Russell LifePoints 2020 Strategy A Fund (RLLAX)

In-depth Analysis of Russell LifePoints 2020 Strategy A Fund (RLLAX)

3 months 6 months 1 year 3 year 5 year

See Russell LifePoints 2020 Strategy A Fund (RLLAX) performance details as of January 31, 2010

  

Last Trade: $10.18 on 3/17/2010, Change: +0.05 (0.49%)

  

Fund Manager - Jill F Johnson

Fund Manager Tenure: 3.0 years   [Similar Funds: RLLDX  RLLEX  RLLRX  RLLSX  RLLTX ]
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 2020 Strategy A Fund (RLLAX)

Data for Russell LifePoints 2020 Strategy A Fund (RLLAX) as of January 31, 2010

• Russell LifePoints 2020 Strategy A Fund (RLLAX) management has been with Russell LifePoints 2020 Strategy A Fund for 3.0 years
• Russell LifePoints 2020 Strategy A Fund (RLLAX) has good short-term performance (1-year return 31.32% vs 28.76% Target Date 2016-2020 category average)
• Russell LifePoints 2020 Strategy A Fund (RLLAX) has good mid-term performance (3-year return -2.20% vs -4.19% Target Date 2016-2020 category average)
• Russell LifePoints 2020 Strategy A Fund (RLLAX) has good Long-term performance (5-year return 2.81% vs 1.47% Target Date 2016-2020 category average)
• Russell LifePoints 2020 Strategy A Fund (RLLAX) has an annual stock turnover rate of 15.00% vs Target Date 2016-2020 average of 42.34%. It is good that Russell LifePoints 2020 Strategy A management does not trade extensively for its return.
• Russell LifePoints 2020 Strategy A Fund (RLLAX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.39, lower than category average of 16.61

  

 What we are cautious about Russell LifePoints 2020 Strategy A Fund (RLLAX)

Data for Russell LifePoints 2020 Strategy A Fund (RLLAX) as of January 31, 2010

• Russell LifePoints 2020 Strategy A Fund (RLLAX) ratio of up-years vs down years can be improved
• Russell LifePoints 2020 Strategy A Fund (RLLAX) has a Morningstar rating of 3 and below
• Russell LifePoints 2020 Strategy A Fund (RLLAX) has a higher management fee of 1.00% than its Target Date 2016-2020 average of 0.68%
• Russell LifePoints 2020 Strategy A Fund (RLLAX) carries a 5.75% load

See Russell LifePoints 2020 Strategy A Fund (RLLAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2016-2020 category?

Below are some additional Target Date 2016-2020 mutual funds generated out of our database

• Wells Fargo Advantage DJ Target 2020 Adm (WFLPX)    [ Compare with Russell LifePoints 2020 Strategy A Fund (RLLAX) ]
• See top fund managers for Target Date 2016-2020 Category Funds
• Browse other funds in Target Date 2016-2020 Category

  

Russell LifePoints 2020 Strategy A Fund (RLLAX) Net Asset

Track net asset change of Russell LifePoints 2020 Strategy A fund (RLLAX)

Date	Net Asset
01/2010	$1.52M
11/2009	$1.53M
10/2009	$1.48M

More historic net asset information on Russell LifePoints 2020 Strategy A Fund (RLLAX)

  

Russell LifePoints 2020 Strategy A Fund (RLLAX) Portfolio Allocation

Track portfolio allocation change of Russell LifePoints 2020 Strategy A fund (RLLAX)

Date	Cash	Stock	Bond	Other
11/2009	9.81%	47.19%	40.55%	2.45%
08/2009	11.61%	47.23%	38.99%	2.19%
05/2009	11.05%	49.08%	37.55%	2.32%

Click here to see more historic asset allocation information on Russell LifePoints 2020 Strategy A Fund (RLLAX)

  

Most Recent Top 10 Holdings in Russell LifePoints 2020 Strategy A Fund (RLLAX)

Discover what Russell LifePoints 2020 Strategy A Fund (RLLAX) manager is buying

30-Nov-09 Russell Strategic Bond Y [45.41%] Russell US Core Equity Y [13.66%] Russell US Quantitative Equity Y [13.66%] Russell International Developed Mkts Y [12.58%] Russell Real Estate Secs Y [4.58%] Russell Global Equity Y [3.72%] Russell US Small & Mid Cap Y [3.7%] Russell Emerging Markets Y [2.71%] N/A [0%] N/A [0%]

31-Aug-09 Russell Strategic Bond Y [44.89%] Russell US Core Equity Y [13.71%] Russell US Quantitative Equity Y [13.69%] Russell International Developed Mkts Y [12.83%] Russell Real Estate Secs Y [4.68%] Russell Global Equity Y [3.75%] Russell US Small & Mid Cap Y [3.72%] Russell Emerging Markets Y [2.73%] N/A [0%] N/A [0%]

31-May-09 Russell Strategic Bond Y [44.22%] Russell U.S. Core Equity Y [13.93%] Russell U.S. Quantitative Equity Y [13.86%] Russell International Developed Mkts Y [12.88%] Russell Real Estate Secs Y [4.68%] Russell U.S. Small & Mid Cap Y [3.82%] Russell Global Equity Y [3.79%] Russell Emerging Markets Y [2.82%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Russell LifePoints 2020 Strategy A Fund (RLLAX)

  

Related books and products to Russell LifePoints 2020 Strategy A Fund (RLLAX)

  

Latest News on Russell LifePoints 2020 Strategy A (RLLAX)

See what is happening with Russell LifePoints 2020 Strategy A Fund (RLLAX)

Yahoo! Finance: RSS feed not found See more news on Russell LifePoints 2020 Strategy A Fund (RLLAX)

 

Books and Resources

 

 

See more information on Russell LifePoints 2020 Strategy A Fund (RLLAX)

• Russell LifePoints 2020 Strategy A Fund Insights
• Russell LifePoints 2020 Strategy A Fund Performance Data
• Russell LifePoints 2020 Strategy A Fund News
• Russell LifePoints 2020 Strategy A Fund Score Explaination
• Russell LifePoints 2020 Strategy A Fund Manager Information
• Historic Russell LifePoints 2020 Strategy A Fund Asset Allocation Report
• Historic Russell LifePoints 2020 Strategy A Fund Top 10 Holding Tracking
• Historic Russell LifePoints 2020 Strategy A Fund Asset Under Management Tracking