About RCLSX
Russell Investments LifePoints Conservative Strategy Fund Class S is a mutual fund within the Conservative Allocation category. It primarily seeks to provide current income and capital preservation, with a secondary objective of long-term capital appreciation through low capital growth. The fund employs a multi-asset strategy, investing heavily in underlying Russell Investments funds that focus on strategic bonds, investment-grade bonds, short-duration bonds, long-duration bonds, multi-strategy income, multifactor US equity, international equity, global equity, global real estate securities, and US small-cap equity. This allocation emphasizes fixed-income holdings for stability while incorporating a modest equity component for potential growth, resulting in a portfolio where the top 10 holdings typically represent a significant portion of assets. Designed for investors prioritizing preservation over aggressive returns, it serves as a core holding in retirement or balanced portfolios, managed by FRIMCo as part of the broader LifePoints suite of lifecycle-oriented strategies.
Fund Family Russell
Category Mix Tgt Alloc Con
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol RCLSX
Share Class Class S
Index Bloomberg U.S. Aggregate Bond TR
RCLSX had a total return of 1.52% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.55%.
