Mutual Fund Insights: Russell LifePoints 2040 Strategy S Fund (RXLSX)

In-depth Analysis of Russell LifePoints 2040 Strategy S Fund (RXLSX)

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See Russell LifePoints 2040 Strategy S Fund (RXLSX) performance details as of January 31, 2010

  

Last Trade: $9.44 on 3/12/2010, Change: +0.02 (0.21%)

  

Fund Manager - Jill F Johnson

Fund Manager Tenure: 3.0 years   [Similar Funds: RXLAX  RXLDX  RXLEX  RXLRX  RXLTX ]
Fundmojo Fund Grade: C (Score: 0.53)     (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 2040 Strategy S Fund (RXLSX)

Data for Russell LifePoints 2040 Strategy S Fund (RXLSX) as of January 31, 2010

• Russell LifePoints 2040 Strategy S Fund (RXLSX) management has been with Russell LifePoints 2040 Strategy S Fund for 3.0 years
• Russell LifePoints 2040 Strategy S Fund (RXLSX) has good short-term performance (1-year return 36.99% vs 36.44% Target Date 2036-2040 category average)
• Russell LifePoints 2040 Strategy S Fund (RXLSX) has good Long-term performance (5-year return 1.02% vs 0.75% Target Date 2036-2040 category average)
• Russell LifePoints 2040 Strategy S Fund (RXLSX) ratio of up-years vs down years is greater than 2
• Russell LifePoints 2040 Strategy S Fund (RXLSX) has an annual stock turnover rate of 8.00% vs Target Date 2036-2040 average of 42.51%. It is good that Russell LifePoints 2040 Strategy S management does not trade extensively for its return.
• Russell LifePoints 2040 Strategy S Fund (RXLSX) 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 2040 Strategy S Fund (RXLSX)

Data for Russell LifePoints 2040 Strategy S Fund (RXLSX) as of January 31, 2010

• Russell LifePoints 2040 Strategy S Fund (RXLSX) has a less-than-ideal mid-term performance (3-year return -7.08% vs -6.79% Target Date 2036-2040 category average)
• Russell LifePoints 2040 Strategy S Fund (RXLSX) has a Morningstar rating of 3 and below
• Russell LifePoints 2040 Strategy S Fund (RXLSX) is less safe compared to its Target Date 2036-2040 peers
• Russell LifePoints 2040 Strategy S Fund (RXLSX) does not have a good risk adjusted return as its 3-year Alpha of -5.86 is worse than category average of -5.8, and its 3-year Sharpe ratio is -0.32
• Russell LifePoints 2040 Strategy S Fund (RXLSX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.62 that is higher than category average of 20.67
• Russell LifePoints 2040 Strategy S Fund (RXLSX) has a higher management fee of 0.86% than its Target Date 2036-2040 average of 0.64%

See Russell LifePoints 2040 Strategy S Fund (RXLSX) performance details as of January 31, 2010

  

  

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Russell LifePoints 2040 Strategy S Fund (RXLSX) Net Asset

Track net asset change of Russell LifePoints 2040 Strategy S fund (RXLSX)

Date	Net Asset
01/2010	$13.65M
11/2009	$13.66M
10/2009	$12.99M

More historic net asset information on Russell LifePoints 2040 Strategy S Fund (RXLSX)

  

Russell LifePoints 2040 Strategy S Fund (RXLSX) Portfolio Allocation

Track portfolio allocation change of Russell LifePoints 2040 Strategy S fund (RXLSX)

Date	Cash	Stock	Bond	Other
11/2009	4.71%	83.07%	9.76%	2.46%
08/2009	7.86%	81.75%	9.23%	1.16%
05/2009	7.38%	83.02%	8.66%	0.93%

Click here to see more historic asset allocation information on Russell LifePoints 2040 Strategy S Fund (RXLSX)

  

Most Recent Top 10 Holdings in Russell LifePoints 2040 Strategy S Fund (RXLSX)

Discover what Russell LifePoints 2040 Strategy S Fund (RXLSX) manager is buying

30-Nov-09 Russell US Core Equity Y [23%] Russell US Quantitative Equity Y [23%] Russell International Developed Mkts Y [19.79%] Russell Strategic Bond Y [10.17%] Russell Real Estate Secs Y [6.66%] Russell Global Equity Y [6.46%] Russell US Small & Mid Cap Y [6.45%] Russell Emerging Markets Y [4.46%] N/A [0%] N/A [0%]

31-Aug-09 Russell US Core Equity Y [22.9%] Russell US Quantitative Equity Y [22.89%] Russell International Developed Mkts Y [20.01%] Russell Strategic Bond Y [10.01%] Russell Real Estate Secs Y [6.84%] Russell Global Equity Y [6.47%] Russell US Small & Mid Cap Y [6.43%] Russell Emerging Markets Y [4.45%] N/A [0%] N/A [0%]

31-May-09 Russell U.S. Core Equity Y [22.66%] Russell U.S. Quantitative Equity Y [22.58%] Russell International Developed Mkts Y [20.62%] Russell Strategic Bond Y [9.69%] Russell Real Estate Secs Y [6.57%] Russell Global Equity Y [6.55%] Russell U.S. Small & Mid Cap Y [6.39%] Russell Emerging Markets Y [4.93%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Russell LifePoints 2040 Strategy S Fund (RXLSX)

  

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See more information on Russell LifePoints 2040 Strategy S Fund (RXLSX)

• Russell LifePoints 2040 Strategy S Fund Insights
• Russell LifePoints 2040 Strategy S Fund Performance Data
• Russell LifePoints 2040 Strategy S Fund News
• Russell LifePoints 2040 Strategy S Fund Score Explaination
• Russell LifePoints 2040 Strategy S Fund Manager Information
• Historic Russell LifePoints 2040 Strategy S Fund Asset Allocation Report
• Historic Russell LifePoints 2040 Strategy S Fund Top 10 Holding Tracking
• Historic Russell LifePoints 2040 Strategy S Fund Asset Under Management Tracking