Investment Test Drive

RZLUX Russell LifePoints In Retirement R4

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund RZLUX Russell LifePoints In Retirement R4 ARTOX American Century One Choice In Ret Inv  
Similarity
?
100% 89%
Annual Fees
?
$85.56
(0.83% Exp. Ratio)
$81.44
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$19,386.01 $19,621.97
Est. savings over 30 yrs +$235.96
Return
As of 11/30/16
1 YR RETURN 3.68%
3 YR 2.67%
5 YR 4.66%
10 YR --
1 YR RETURN 3.72%
3 YR 3.39%
5 YR 6.24%
10 YR 4.81%
Description
The investment seeks to provide income and capital growth. The fund is a "fund of funds" and invests only in the shares of other Russell Investment Company Funds (the "underlying funds"). It is intended for investors who have reached retirement age and are no longer contributing to their retirement savings. The allocation of the fund's assets to the underlying funds in which it invests is approximately 27.1% to equity underlying funds, 66.3% to fixed income underlying funds and 6.6% to alternative underlying funds.
The investment seeks current income; capital appreciation is a secondary objective. The fund is a "fund of funds," it invests in other American Century mutual funds (the underlying funds) that represent a variety of asset classes and investment styles. The fund's target allocation for the various asset classes and underlying funds is shown as follow: 45% of its assets in stock funds; 45% of its assets in bond funds; and 10% of its assets in money market funds. The target asset mix of One Choice In Retirement Portfolio is expected to remain fixed over time.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!