Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | RRLTX Insights | RRLTX Score | RRLTX Performance | RRLTX Manager | RRLTX News | RRLTX Allocation | RRLTX Holdings Change

Mutual Fund Insights: Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

In-depth Analysis of Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

Mutual fund chart: Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

3 months
6 months
1 year
3 year
5 year

See Russell LifePoints 2030 Strategy R2 Fund (RRLTX) performance details as of January 31, 2010

  

    Last Trade: $9.41 on 3/19/2010, Change: -0.05 (-0.53%)

  

Fund Manager - Jill F Johnson

Fund Manager Tenure: 3.1 years   [Similar Funds: RRLAX  RRLDX  RRLEX  RRLRX  RRLSX ]
Fundmojo Fund Grade: C (Score: 0.58)     (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 2030 Strategy R2 Fund (RRLTX) What we like about Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

Data for Russell LifePoints 2030 Strategy R2 Fund (RRLTX) as of January 31, 2010

  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) management has been with Russell LifePoints 2030 Strategy R2 Fund for 3.1 years
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) has good short-term performance (1-year return 37.00% vs 33.93% Target Date 2026-2030 category average)
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) has an annual stock turnover rate of 9.00% vs Target Date 2026-2030 average of 39.04%. It is good that Russell LifePoints 2030 Strategy R2 management does not trade extensively for its return.
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) 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 2030 Strategy R2 Fund (RRLTX) What we are cautious about Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

Data for Russell LifePoints 2030 Strategy R2 Fund (RRLTX) as of January 31, 2010

  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) has a less-than-ideal mid-term performance (3-year return -7.00% vs -6.01% Target Date 2026-2030 category average)
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) has a less-than-ideal Long-term performance (5-year return 0.53% vs 0.95% Target Date 2026-2030 category average)
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) ratio of up-years vs down years can be improved
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) has a Morningstar rating of 3 and below
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) is less safe compared to its Target Date 2026-2030 peers
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) does not have a good risk adjusted return as its 3-year Alpha of -5.82 is worse than category average of -5.25, and its 3-year Sharpe ratio is -0.32
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.44 that is higher than category average of 19.59
  • Russell LifePoints 2030 Strategy R2 Fund (RRLTX) has a higher management fee of 1.11% than its Target Date 2026-2030 average of 0.63%
See Russell LifePoints 2030 Strategy R2 Fund (RRLTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2026-2030 category?

Below are some additional Target Date 2026-2030 mutual funds generated out of our database

  

Russell LifePoints 2030 Strategy R2 Fund (RRLTX) Net Asset

Track net asset change of Russell LifePoints 2030 Strategy R2 fund (RRLTX)

DateNet Asset
01/2010$29.99M
11/2009$28.09M
10/2009$23.41M
More historic net asset information on Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

  

Russell LifePoints 2030 Strategy R2 Fund (RRLTX) Portfolio Allocation

Track portfolio allocation change of Russell LifePoints 2030 Strategy R2 fund (RRLTX)

DateCashStockBondOther
11/20094.71%83.1%9.73%2.46%
08/20097.85%81.78%9.21%1.16%
05/20097.38%82.99%8.69%0.93%
Click here to see more historic asset allocation information on Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

  

Most Recent Top 10 Holdings in Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

Discover what Russell LifePoints 2030 Strategy R2 Fund (RRLTX) 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 R2 Fund (RRLTX)

  

Related books and products to Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

  

Latest News on Russell LifePoints 2030 Strategy R2 (RRLTX)

See what is happening with Russell LifePoints 2030 Strategy R2 Fund (RRLTX)

 

Books and Resources

 

 

See more information on Russell LifePoints 2030 Strategy R2 Fund (RRLTX)