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RBLRX Russell LifePoints Balanced Strategy R1

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Fund RBLRX Russell LifePoints Balanced Strategy R1 SWBGX Schwab MarketTrack Balanced MSMSX Manning & Napier Strategic Inc Modrt S  
Similarity
?
100% 90% 85%
Annual Fees
?
$104.35
(1.00% Exp. Ratio)
$66.79
(0.64% Exp. Ratio)
$97.05
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$26,569.22 $29,625.82 $27,138.63
Est. savings over 30 yrs +$3,056.60 +$569.41
Return
As of 11/30/16
1 YR RETURN 5.23%
3 YR 3.59%
5 YR 6.80%
10 YR 4.03%
1 YR RETURN 5.61%
3 YR 4.20%
5 YR 7.70%
10 YR 4.43%
1 YR RETURN 6.57%
3 YR 4.67%
5 YR --
10 YR --
Description
The investment seeks to provide above average long term capital appreciation and a moderate level of current income. The fund is a "fund of funds," which seeks to achieve its objective by investing principally in a combination of several other Russell Investment Company funds. Its investment adviser intends the fund's strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments. The fund's approximate target strategic allocation as of March 1, 2016 is 55% to equity, 35% to fixed/other income and 10% to alternative asset classes.
The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.
The investment seeks to manage against capital risk while generating income and pursuing long-term capital growth. The fund is designed to generate income, pursue capital growth in order to provide purchasing power protection, and to manage risk. It may invest in a combination of the Core Bond Series, Disciplined Value Series, Emerging Markets Series, Equity Income Series, Global Fixed Income Series, High Yield Bond Series, Real Estate Series, and Unconstrained Bond Series, as well as other Series of the fund.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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