About RMLAX
Russell Investments LifePoints Moderate Strategy Fund Class A is a diversified mutual fund designed to balance current income with moderate long-term capital appreciation. Structurally, it operates as a 'fund of funds,' allocating its assets across a broad mix of underlying mutual funds managed by various investment teams. The fund's portfolio is strategically divided among approximately 38% equities, 49% fixed income securities, 10% multi-asset holdings, and 3% alternative investments, positioning it within the global moderately conservative allocation category. This approach offers exposure to domestic and international stocks, as well as a spectrum of fixed-income instruments, seeking to deliver stability and growth potential while managing volatility.
With sector allocations including U.S. and global equity, small-cap holdings, bonds of varying maturities, and specialized funds such as opportunistic credit and real estate, the fund aims for diversified risk and return potential. It is designed for investors seeking a measured balance between asset growth and preservation, serving both individual and institutional needs through a disciplined, multi-manager investment process. Its emphasis on income distribution and broad diversification make it a notable option within multi-asset strategies.
Fund Family Russell
Category Mix Tgt All Mod
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol RMLAX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
RMLAX had a total return of 12.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.10%.
