2 / 5 Stars
2 2 4 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#27 in Target Date 2016-2020
U.S. News evaluated 52 Target Date 2016-2020 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 6.12 percent over the past year, 5.80 percent over the past three years, and 12.51 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||12.5%|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital growth and income consistent with its current asset allocation which will change over time, with an increasing allocation to fixed income funds. The fund is a "fund of funds" and invests only in the shares of other Russell Investment Company ("RIC") Funds (the "underlying funds"). It is designed for investors who plan to retire close to 2020. The fund invests in shares of the underlying funds which represent various asset classes. Its approximate target allocation as of March 1, 2013 is 40% to equity underlying funds, 54% to fixed income underlying funds and 6% to alternative underlying funds.
Fees are Low compared to funds in the same category.
Russell LifePoints 2020 Strategy Fund has an expense ratio of 0.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.