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RELEX Russell LifePoints Equity Gr Strat E

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Fund RELEX Russell LifePoints Equity Gr Strat E SWHGX Schwab MarketTrack Growth  
Similarity
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100% 91%
Annual Fees
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$147.82
(1.41% Exp. Ratio)
$65.00
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.84% annual return
$26,948.55 $34,238.85
Est. savings over 30 yrs +$7,290.30
Return
As of 11/30/16
1 YR RETURN 5.56%
3 YR 2.95%
5 YR 7.76%
10 YR 2.52%
1 YR RETURN 6.89%
3 YR 4.78%
5 YR 9.69%
10 YR 4.92%
Description
The investment seeks to provide high long-term capital appreciation. 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. The fund's 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 79% to equity, 8% to fixed/other income and 13% to alternative asset classes.
The investment seeks high capital growth with less volatility than an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes stock, bond and cash investments. The portfolio's allocation focuses on stock investments, while including some bonds and cash investments in seeking to reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 80% equity, 15% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.

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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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