Russell LifePoints 2025 Strategy Fund

Scorecard
3 / 5 Stars
Lipper
2 2 3 5 1
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 47 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.

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Performance

The fund has returned 14.24 percent over the past year, 7.69 percent over the past three years, and 12.49 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.8%
1 Year 14.2%
3 Years (Annualized) 7.7%
5 Years (Annualized) 12.5%
10 Years (Annualized) N/A

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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. The fund's approximate target allocation as of March 1, 2014 is 48% to equity underlying funds, 45% to fixed income underlying funds and 7% to alternative underlying funds.