About RBLAX
Russell Investments LifePoints Balanced Strategy Fund Class A is a diversified mutual fund designed to deliver a blend of capital appreciation and moderate current income. The fund operates as a fund-of-funds, allocating its assets across a combination of underlying equity, fixed income, multi-asset, and alternative funds managed by Russell Investment Management. Its portfolio typically maintains a strategic mix of approximately 58% equities and 30% fixed income, with the remainder in multi-asset and alternative investments, positioning it within the moderate allocation category. This structure aims to balance growth potential from stocks with the relative stability of bonds and alternative strategies, making it suitable for investors seeking a measured approach to long-term growth and income. The fund features broad global diversification through its underlying holdings, encompassing U.S., international developed, and emerging market equities, as well as various bond segments and real assets. With a semi-annual dividend payout and a focus on value, growth, and market-oriented investment styles, it plays a role in providing a core, balanced allocation within a broader investment portfolio. The fund’s comprehensive approach makes it relevant for individuals or institutions aiming for moderate risk exposure and consistent performance over time.
Fund Family Russell
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RBLAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
RBLAX had a total return of 9.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.48%.
