LifePoints® Equity Growth Strategy Fund - Class S

Fund objective

Seeks to provide high long-term capital appreciation

Overview

Class Ticker CUSIP
A REAAX 782478598
C RELCX 782493399
E RELEX 782493498
R1 RELRX 782478416
R4 RELUX 78249R636
R5 RELVX 78249R628
S RELSX 782493118

Investment highlights

  • A broadly diversified fund of funds, investing in a combination of underlying funds consisting equity, alternative and fixed income funds.
  • Equity fund allocation aims to capture the increased growth potential of these investments while blending multiple management styles and diversifying across large-, mid- and small-capitalization stocks in the U.S., international developed markets, emerging markets and investing globally without borders. 
  • Alternative allocation includes multi-strategy alternative, commodities, global infrastructure and global real estate securities funds for diversification.
  • Fixed income allocation incorporates global credit strategies that bring a different type of investment strategy for return potential and diversification. 

Fund highlights

  • Approximately two thirds of the portfolio provides access to global and non-U.S. investment strategies. 
  • Diversifies across broad asset classes, multiple funds and a variety of institutional money manager products. 
  • Maintains an optimal asset allocation for an aggressive investor through regular rebalancing. 
     

Growth of hypothetical $10,000 (since inception)

As of 01/31/2018
9/30/1997 12:00:00 AM 10000
10/31/1997 12:00:00 AM 9480
11/30/1997 12:00:00 AM 9600
12/31/1997 12:00:00 AM 9757.696
1/31/1998 12:00:00 AM 9801.899
2/28/1998 12:00:00 AM 10468.541
3/31/1998 12:00:00 AM 10965.99
4/30/1998 12:00:00 AM 11060.377
5/31/1998 12:00:00 AM 10802.115
6/30/1998 12:00:00 AM 10970.547
7/31/1998 12:00:00 AM 10757.414
8/31/1998 12:00:00 AM 9116.262
9/30/1998 12:00:00 AM 9431.004
10/31/1998 12:00:00 AM 10113.554
11/30/1998 12:00:00 AM 10631.62
12/31/1998 12:00:00 AM 11099.14
1/31/1999 12:00:00 AM 11348.304
2/28/1999 12:00:00 AM 10941.658
3/31/1999 12:00:00 AM 11309.059
4/30/1999 12:00:00 AM 11901.534
5/31/1999 12:00:00 AM 11635.772
6/30/1999 12:00:00 AM 12248.181
7/31/1999 12:00:00 AM 12042.849
8/31/1999 12:00:00 AM 11938.732
9/30/1999 12:00:00 AM 11684.224
10/31/1999 12:00:00 AM 12203.848
11/30/1999 12:00:00 AM 12585.941
12/31/1999 12:00:00 AM 13536.106
1/31/2000 12:00:00 AM 12965.665
2/29/2000 12:00:00 AM 13186.592
3/31/2000 12:00:00 AM 13951.771
4/30/2000 12:00:00 AM 13479.07
5/31/2000 12:00:00 AM 13147.199
6/30/2000 12:00:00 AM 13581.184
7/31/2000 12:00:00 AM 13398.403
8/31/2000 12:00:00 AM 14151.984
9/30/2000 12:00:00 AM 13564.446
10/31/2000 12:00:00 AM 13216.24
11/30/2000 12:00:00 AM 12232.052
12/31/2000 12:00:00 AM 12665.127
1/31/2001 12:00:00 AM 12900.393
2/28/2001 12:00:00 AM 11907.049
3/31/2001 12:00:00 AM 11162.042
4/30/2001 12:00:00 AM 12024.682
5/31/2001 12:00:00 AM 12037.753
6/30/2001 12:00:00 AM 11828.628
7/31/2001 12:00:00 AM 11593.362
8/31/2001 12:00:00 AM 11083.62
9/30/2001 12:00:00 AM 10024.925
10/31/2001 12:00:00 AM 10252.016
11/30/2001 12:00:00 AM 10932.865
12/31/2001 12:00:00 AM 11153.635
1/31/2002 12:00:00 AM 10979.986
2/28/2002 12:00:00 AM 10846.41
3/31/2002 12:00:00 AM 11354
4/30/2002 12:00:00 AM 11020.059
5/31/2002 12:00:00 AM 10966.628
6/30/2002 12:00:00 AM 10325.461
7/31/2002 12:00:00 AM 9430.499
8/31/2002 12:00:00 AM 9470.572
9/30/2002 12:00:00 AM 8522.179
10/31/2002 12:00:00 AM 9026.745
11/30/2002 12:00:00 AM 9508.171
12/31/2002 12:00:00 AM 9050.009
1/31/2003 12:00:00 AM 8821.745
2/28/2003 12:00:00 AM 8674.044
3/31/2003 12:00:00 AM 8714.326
4/30/2003 12:00:00 AM 9416.17
5/31/2003 12:00:00 AM 9994.592
6/30/2003 12:00:00 AM 10196.367
7/31/2003 12:00:00 AM 10476.802
8/31/2003 12:00:00 AM 10746.129
9/30/2003 12:00:00 AM 10746.129
10/31/2003 12:00:00 AM 11396.934
11/30/2003 12:00:00 AM 11585.759
12/31/2003 12:00:00 AM 12173.228
1/31/2004 12:00:00 AM 12418.053
2/29/2004 12:00:00 AM 12622.073
3/31/2004 12:00:00 AM 12622.073
4/30/2004 12:00:00 AM 12161.335
5/31/2004 12:00:00 AM 12311.306
6/30/2004 12:00:00 AM 12556.715
7/31/2004 12:00:00 AM 12120.434
8/31/2004 12:00:00 AM 12229.504
9/30/2004 12:00:00 AM 12488.546
10/31/2004 12:00:00 AM 12774.855
11/30/2004 12:00:00 AM 13483.812
12/31/2004 12:00:00 AM 14010.28
1/31/2005 12:00:00 AM 13638.691
2/28/2005 12:00:00 AM 14051.568
3/31/2005 12:00:00 AM 13748.792
4/30/2005 12:00:00 AM 13474.444
5/31/2005 12:00:00 AM 13874.402
6/30/2005 12:00:00 AM 14081.276
7/31/2005 12:00:00 AM 14705.035
8/31/2005 12:00:00 AM 14705.035
9/30/2005 12:00:00 AM 15008.801
10/31/2005 12:00:00 AM 14623.291
11/30/2005 12:00:00 AM 15189.443
12/31/2005 12:00:00 AM 15447.668
1/31/2006 12:00:00 AM 16231.956
2/28/2006 12:00:00 AM 16217.951
3/31/2006 12:00:00 AM 16610.095
4/30/2006 12:00:00 AM 16948.435
5/31/2006 12:00:00 AM 16246.346
6/30/2006 12:00:00 AM 16288.471
7/31/2006 12:00:00 AM 16330.175
8/31/2006 12:00:00 AM 16695.567
9/30/2006 12:00:00 AM 16990.69
10/31/2006 12:00:00 AM 17597.784
11/30/2006 12:00:00 AM 18061.994
12/31/2006 12:00:00 AM 18370.66
1/31/2007 12:00:00 AM 18754.921
2/28/2007 12:00:00 AM 18488.894
3/31/2007 12:00:00 AM 18740.142
4/30/2007 12:00:00 AM 19384.363
5/31/2007 12:00:00 AM 20065.555
6/30/2007 12:00:00 AM 19769.385
7/31/2007 12:00:00 AM 19191.852
8/31/2007 12:00:00 AM 19354.746
9/30/2007 12:00:00 AM 20332.109
10/31/2007 12:00:00 AM 21072.535
11/30/2007 12:00:00 AM 19976.704
12/31/2007 12:00:00 AM 19790.186
1/31/2008 12:00:00 AM 18346.817
2/29/2008 12:00:00 AM 17977.956
3/31/2008 12:00:00 AM 17833.619
4/30/2008 12:00:00 AM 18816.344
5/31/2008 12:00:00 AM 19234.128
6/30/2008 12:00:00 AM 17643.335
7/31/2008 12:00:00 AM 17244.548
8/31/2008 12:00:00 AM 17099.771
9/30/2008 12:00:00 AM 15217.67
10/31/2008 12:00:00 AM 12038.375
11/30/2008 12:00:00 AM 10952.815
12/31/2008 12:00:00 AM 11480.114
1/31/2009 12:00:00 AM 10431.621
2/28/2009 12:00:00 AM 9312.043
3/31/2009 12:00:00 AM 10058.428
4/30/2009 12:00:00 AM 11284.89
5/31/2009 12:00:00 AM 12250.633
6/30/2009 12:00:00 AM 12125.444
7/31/2009 12:00:00 AM 13157.727
8/31/2009 12:00:00 AM 13694.777
9/30/2009 12:00:00 AM 14303.434
10/31/2009 12:00:00 AM 13927.499
11/30/2009 12:00:00 AM 14625.664
12/31/2009 12:00:00 AM 15049.514
1/31/2010 12:00:00 AM 14397.55
2/28/2010 12:00:00 AM 14759.752
3/31/2010 12:00:00 AM 15737.699
4/30/2010 12:00:00 AM 15896.01
5/31/2010 12:00:00 AM 14482.225
6/30/2010 12:00:00 AM 13847.835
7/31/2010 12:00:00 AM 14953.487
8/31/2010 12:00:00 AM 14337.222
9/30/2010 12:00:00 AM 15714.755
10/31/2010 12:00:00 AM 16312.895
11/30/2010 12:00:00 AM 16059.139
12/31/2010 12:00:00 AM 17167.27
1/31/2011 12:00:00 AM 17424.32
2/28/2011 12:00:00 AM 17920.06
3/31/2011 12:00:00 AM 17993.503
4/30/2011 12:00:00 AM 18691.21
5/31/2011 12:00:00 AM 18323.996
6/30/2011 12:00:00 AM 18011.863
7/31/2011 12:00:00 AM 17736.453
8/31/2011 12:00:00 AM 16487.924
9/30/2011 12:00:00 AM 14817.099
10/31/2011 12:00:00 AM 16432.842
11/30/2011 12:00:00 AM 16157.431
12/31/2011 12:00:00 AM 15991.897
1/31/2012 12:00:00 AM 16883.432
2/29/2012 12:00:00 AM 17663.524
3/31/2012 12:00:00 AM 17830.687
4/30/2012 12:00:00 AM 17644.99
5/31/2012 12:00:00 AM 16101.751
6/30/2012 12:00:00 AM 16808.294
7/31/2012 12:00:00 AM 17012.82
8/31/2012 12:00:00 AM 17403.278
9/30/2012 12:00:00 AM 17868.109
10/31/2012 12:00:00 AM 17757.81
11/30/2012 12:00:00 AM 17962.994
12/31/2012 12:00:00 AM 18372.076
1/31/2013 12:00:00 AM 19125.802
2/28/2013 12:00:00 AM 19069.272
3/31/2013 12:00:00 AM 19464.978
4/30/2013 12:00:00 AM 19842.972
5/31/2013 12:00:00 AM 19861.888
6/30/2013 12:00:00 AM 19370.07
7/31/2013 12:00:00 AM 20218.805
8/31/2013 12:00:00 AM 19783.382
9/30/2013 12:00:00 AM 20692.092
10/31/2013 12:00:00 AM 21335.762
11/30/2013 12:00:00 AM 21638.665
12/31/2013 12:00:00 AM 22016.847
1/31/2014 12:00:00 AM 21304.763
2/28/2014 12:00:00 AM 22247.793
3/31/2014 12:00:00 AM 22324.775
4/30/2014 12:00:00 AM 22356.145
5/31/2014 12:00:00 AM 22781.24
6/30/2014 12:00:00 AM 23206.335
7/31/2014 12:00:00 AM 22721.17
8/31/2014 12:00:00 AM 23281.948
9/30/2014 12:00:00 AM 22469.787
10/31/2014 12:00:00 AM 22837.539
11/30/2014 12:00:00 AM 23108.723
12/31/2014 12:00:00 AM 22761.037
1/31/2015 12:00:00 AM 22445.185
2/28/2015 12:00:00 AM 23491.443
3/31/2015 12:00:00 AM 23234.814
4/30/2015 12:00:00 AM 23742.442
5/31/2015 12:00:00 AM 23722.64
6/30/2015 12:00:00 AM 23286.999
7/31/2015 12:00:00 AM 23242.83
8/31/2015 12:00:00 AM 21853.421
9/30/2015 12:00:00 AM 21158.716
10/31/2015 12:00:00 AM 22485.31
11/30/2015 12:00:00 AM 22465.412
12/31/2015 12:00:00 AM 21907.402
1/31/2016 12:00:00 AM 20805.017
2/29/2016 12:00:00 AM 20644.67
3/31/2016 12:00:00 AM 22007.619
4/30/2016 12:00:00 AM 22325.296
5/31/2016 12:00:00 AM 22426.042
6/30/2016 12:00:00 AM 22385.744
7/31/2016 12:00:00 AM 23146.593
8/31/2016 12:00:00 AM 23388.966
9/30/2016 12:00:00 AM 23570.746
10/31/2016 12:00:00 AM 23341.614
11/30/2016 12:00:00 AM 23767.112
12/31/2016 12:00:00 AM 24341.864
1/31/2017 12:00:00 AM 24731.17
2/28/2017 12:00:00 AM 25243.414
3/31/2017 12:00:00 AM 25591.741
4/30/2017 12:00:00 AM 25955.467
5/31/2017 12:00:00 AM 26264.706
6/30/2017 12:00:00 AM 26367.786
7/31/2017 12:00:00 AM 26821.337
8/31/2017 12:00:00 AM 26821.337
9/30/2017 12:00:00 AM 27439.815
10/31/2017 12:00:00 AM 27872.75
11/30/2017 12:00:00 AM 28140.757
12/31/2017 12:00:00 AM 28265.896
1/31/2018 12:00:00 AM 29296.423

Historical NAVs

Historical distributions

Ex-Date Income Dividend Capital Gains - Short Term Capital Gains - Long Term
04/05/2017 0.0761
12/22/2017 0.2707

Performance information is historical and does not guarantee future results. Investment return and principal value will fluctuate so that redeemed shares may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Current to the most recent month-end performance for Russell Investment Company mutual funds is available by visiting: https://russellinvestments.com/us/funds/performance-prices

Target allocation of underlying funds

As of date: 09/22/2016

NameAllocation %colorStyle
U.S. Defensive Equity14.5#66aadd
U.S. Dynamic Equity14.5#5c5c5c
U.S. Small Cap Equity12.0#005596
Multifactor U.S. Equity14.5#dd6600
Emerging Markets6.0#9e9e9e
Global Equity15.0#ccccbb
Multifactor International Equity8.5#000000
Commodity Strategies3.0#d9d6c6
Global Infrastructure3.0#996633
Global Real Estate Securities2.0#0068a6
Global Opportunistic Credit5.0#7c3a00
Unconstrained Total Return2.0#c24825

ΘDue to rounding totals may not equal 100%

Fund objectives, risks, charges and expenses should be carefully considered before investing. A summary prospectus, if available, or a prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting the prospectus and reports page to download one. Please read the prospectus carefully before investing.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Diversification and multi-asset solutions do not assure a profit and do not protect against loss in declining markets.

Not FDIC Insured. May Lose Value. No Bank Guarantee.

Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.

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