Sector Allocation - RIFHX
as of 04/30/2013
| Basic Materials | -- | |
|---|---|---|
| Consumer Cyclical | -- | |
| Financial Services | -- | |
| Real Estate | -- | |
| Consumer Defensive | -- | |
| Healthcare | -- | |
| Utilities | -- | |
| Communication Services | -- | |
| Energy | -- | |
| Industrials | -- | |
| Technology | -- |
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RIFHX:NASDAQ
Russell Investments LifePoints Balanced Strategy Fund – RIFHX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 0.00 | 0.00 (--%) | -- - -- | 0.0 |
Market data as of 12:00AM 06/18/13. Quotes are delayed by at least 15 min.
Overview - RIFHX
The investment seeks to provide above average capital appreciation and a moderate level of current income. The fund is a "fund of funds," which seeks to achieve its objective by investing in a combination of several other Russell Investment Funds ("RIF") funds or Russell Investment Company ("RIC") funds (the "underlying funds"). Its approximate target strategic allocation as of August 15, 2012 is 44%-54% to equity underlying funds, 33%-43% to fixed income underlying funds and 8%-18% to alternative underlying funds.
Growth of $10,000 (10 Years)
| Total Return | 3.73% |
|---|---|
| Yield (Trailing 12 Mo.) | -- |
| Expense Ratio | 1.23% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | -- |
| Management Tenure | -- |
| Fund Inception | 04/30/2007 |
Trailing Total Returns - RIFHX
as of 04/30/2013
| Timeframe | RIFHX | S&P 500 | Moderate Allocation |
|---|---|---|---|
| 1 Month | 1.68% | 2.34% | 0.25% |
| 3 Month | 3.09% | 8.22% | 3.83% |
| Year-to-Date | 5.69% | 15.37% | 7.44% |
| 1 Year | 10.38% | 27.28% | 15.95% |
| 3 Year | 7.86% | 16.87% | 9.51% |
| 5 Year | 4.39% | 5.43% | 3.04% |
| 10 Year | -- | 7.58% | 5.11% |
| Since Inception | 3.73% | 10.42% | -- |
Asset Allocation - RIFHX
as of 04/30/2013
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | -- | -- | ||
| Bond | -- | -- | -- | ||
| Other | -- | -- | -- | ||
| Foreign Stock | -- | -- | -- | ||
| Foreign Bond | -- | -- | -- | ||
| Total | -- | -- | -- | ||
| Cash | -- | -- | -- | ||
| Total Net Assets | $277.45M |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
Bond Credit Quality - RIFHX
as of 04/30/2013
| AAA | -- | |
|---|---|---|
| AA | -- | |
| A | -- | |
| BBB | -- |
| BB | -- | |
|---|---|---|
| B | -- | |
| Below B | -- | |
| Not Rated | -- |
Valuation & Growth - RIFHX
as of 04/30/2013
| Valuation | RIFHX | Category Range |
|---|---|---|
| Price/Earnings | 14.52 | |
| Price/Book | 1.67 | |
| Price/Sales | 1.09 | |
| Price/Cash Flow | 8.68 | |
| Dividend Yield | 2.31 | |
| LT Earnings | 11.25 | |
| Historical Earnings | 12.69 | |
| Sales Growth | -8.93 | |
| Cash-Flow Growth | -0.11 | |
| Book-Value Growth | 6.3 |
Key: Lo Hi
Morningstar Summary - RIFHX, 3 Year
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Above Avg | |
| Return | Below Avg |
Key: Lo Hi
Tax Analysis - RIFHX, 3 Year Avg
| Pretax Return | 7.86% |
|---|---|
| Tax-adjusted Return | -- |
| Tax Cost Ratio | -- |
| Potential Cap Gains | -- |
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