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RBLUX Russell LifePoints Balanced Strategy R4

3 lower fee alternatives found

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Fund RBLUX Russell LifePoints Balanced Strategy R4 SWBGX Schwab MarketTrack Balanced OAKBX Oakmark Equity And Income Investor  
Similarity
?
100% 90% 85%
Annual Fees
?
$130.29
(1.25% Exp. Ratio)
$66.71
(0.64% Exp. Ratio)
$82.34
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$23,755.83 $28,576.21 $27,309.93
Est. savings over 30 yrs +$4,820.38 +$3,554.10
Return
As of 12/31/16
1 YR RETURN 8.82%
3 YR 3.56%
5 YR 6.95%
10 YR 3.87%
1 YR RETURN 8.96%
3 YR 4.28%
5 YR 7.93%
10 YR 4.49%
1 YR RETURN 10.97%
3 YR 4.22%
5 YR 8.93%
10 YR 6.64%
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 income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt securities (although the fund may invest up to 35% of its total assets in equity and debt securities of non-U.S. issuers). It is intended to present a balanced investment program between growth and income by investing approximately 40-75% of its total assets in common stock, including securities convertible into common stock, and up to 60% of its total assets in debt securities issued by U.S. or non-U.S. governments and corporate entities rated at the time of purchase within the two highest grades.

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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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