Mutual Fund Insights: Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

In-depth Analysis of Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

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See Russell LifePoints 2030 Strategy R3 Fund (RRLDX) performance details as of February 28, 2010

  

Last Trade: $9.40 on 3/19/2010, Change: -0.05 (-0.53%)

  

Fund Manager - Jill F Johnson

Fund Manager Tenure: 3.1 years   [Similar Funds: RRLAX  RRLEX  RRLRX  RRLSX  RRLTX ]
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Jill F 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, Jill F Johnson 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 2030 Strategy R3 Fund (RRLDX)

Data for Russell LifePoints 2030 Strategy R3 Fund (RRLDX) as of February 28, 2010

• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) management has been with Russell LifePoints 2030 Strategy R3 Fund for 3.1 years
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) has good short-term performance (1-year return 55.00% vs 48.70 % Target Date 2026-2030 category average)
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) has good mid-term performance (3-year return -6.10% vs -4.96 % Target Date 2026-2030 category average)
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) ratio of up-years vs down years is greater than 2
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) has an annual stock turnover rate of 9.00% vs Target Date 2026-2030 average of 35.55%. It is good that Russell LifePoints 2030 Strategy R3 management does not trade extensively for its return.
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) has a lower management fee than its Target Date 2026-2030 average: 0.50% vs 0.63%

  

 What we are cautious about Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

Data for Russell LifePoints 2030 Strategy R3 Fund (RRLDX) as of February 28, 2010

• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) has a less-than-ideal Long-term performance (5-year return 0.48% vs 1.00 % Target Date 2026-2030 category average)
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) has a Morningstar rating of 3 and below
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) is less safe compared to its Target Date 2026-2030 peers
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) does not have a good risk adjusted return as its 3-year Alpha of -5.68 is worse than category average of -4.89, and its 3-year Sharpe ratio is -0.27
• Russell LifePoints 2030 Strategy R3 Fund (RRLDX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.5 that is higher than category average of 19.58
• Even though Russell LifePoints 2030 Strategy R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Russell LifePoints 2030 Strategy R3 Fund (RRLDX) performance details as of February 28, 2010

  

  

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Russell LifePoints 2030 Strategy R3 Fund (RRLDX) Net Asset

Track net asset change of Russell LifePoints 2030 Strategy R3 fund (RRLDX)

Date	Net Asset
02/2010	$162.17M
01/2010	$60.68M
11/2009	$59.12M

More historic net asset information on Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

  

Russell LifePoints 2030 Strategy R3 Fund (RRLDX) Portfolio Allocation

Track portfolio allocation change of Russell LifePoints 2030 Strategy R3 fund (RRLDX)

Date	Cash	Stock	Bond	Other
11/2009	4.71%	83.1%	9.73%	2.46%
08/2009	7.85%	81.78%	9.21%	1.16%
05/2009	7.38%	82.99%	8.69%	0.93%

Click here to see more historic asset allocation information on Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

  

Most Recent Top 10 Holdings in Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

Discover what Russell LifePoints 2030 Strategy R3 Fund (RRLDX) manager is buying

30-Nov-09 Russell US Core Equity Y [23%] Russell US Quantitative Equity Y [22.99%] Russell International Developed Mkts Y [19.84%] Russell Strategic Bond Y [10.14%] Russell Real Estate Secs Y [6.65%] Russell Global Equity Y [6.48%] Russell US Small & Mid Cap Y [6.44%] Russell Emerging Markets Y [4.46%] N/A [0%] N/A [0%]

31-Aug-09 Russell US Core Equity Y [22.86%] Russell US Quantitative Equity Y [22.84%] Russell International Developed Mkts Y [20%] Russell Strategic Bond Y [9.99%] Russell Real Estate Secs Y [7.01%] Russell Global Equity Y [6.46%] Russell US Small & Mid Cap Y [6.41%] Russell Emerging Markets Y [4.43%] N/A [0%] N/A [0%]

31-May-09 Russell U.S. Core Equity Y [22.64%] Russell U.S. Quantitative Equity Y [22.57%] Russell International Developed Mkts Y [20.56%] Russell Strategic Bond Y [9.72%] Russell Real Estate Secs Y [6.63%] Russell Global Equity Y [6.54%] Russell U.S. Small & Mid Cap Y [6.39%] Russell Emerging Markets Y [4.94%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

  

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See more information on Russell LifePoints 2030 Strategy R3 Fund (RRLDX)

• Russell LifePoints 2030 Strategy R3 Fund Insights
• Russell LifePoints 2030 Strategy R3 Fund Performance Data
• Russell LifePoints 2030 Strategy R3 Fund News
• Russell LifePoints 2030 Strategy R3 Fund Score Explaination
• Russell LifePoints 2030 Strategy R3 Fund Manager Information
• Historic Russell LifePoints 2030 Strategy R3 Fund Asset Allocation Report
• Historic Russell LifePoints 2030 Strategy R3 Fund Top 10 Holding Tracking
• Historic Russell LifePoints 2030 Strategy R3 Fund Asset Under Management Tracking