| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#14 in Target Date 2021-2025
U.S. News evaluated 43 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 16.45 percent over the past year, 10.42 percent over the past three years, and 3.03 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.5% |
| 1 Year | 16.5% |
| 3 Years (Annualized) | 10.4% |
| 5 Years (Annualized) | 3.0% |
| 10 Years (Annualized) | N/A |
Summary
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 2025. The fund invests in shares of the underlying funds which represent various asset classes. Its approximate target allocation as of March 1, 2013 is 51% to equity underlying funds, 42% to fixed income underlying funds and 7% to alternative underlying funds.
