About RBLCX
Russell Investments LifePoints Balanced Strategy Fund Class C is a multi-asset mutual fund that operates as a fund of funds, combining underlying Russell strategies to pursue balanced growth and income. Its stated objective is to deliver above‑average long‑term capital appreciation alongside a moderate level of current income, aligning with a global moderate allocation profile typically targeting roughly 50%–70% equity exposure. The portfolio blends equities, fixed income, and diversifiers through Russell’s manager‑of‑managers platform, with significant allocations to global equity, investment‑grade bonds, strategic and long‑duration fixed income, and multi‑strategy income sleeves. Concentration in a curated set of Russell underlying funds drives broad regional and style exposure across large‑blend equities, small caps, developed and emerging markets, as well as core and flexible bond strategies to manage interest‑rate and credit risk. Positioned for investors seeking a single‑fund core allocation, the strategy emphasizes diversification and risk balancing across asset classes while maintaining an allocation consistent with moderate volatility expectations within the global moderate allocation category. The approach is overseen by Russell Investment Management, LLC, leveraging its asset allocation and manager research capabilities.
Fund Family Russell
Category Mix Tgt All Mod
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RBLCX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
RBLCX had a total return of 8.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.94%.
