Russell LifePoints 2010 Strategy S  RJLSX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2009-10-31
Out of
Target Date 2000-2010 Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar®
Style Box™
What is this?
   Large
   Blend
  
  
   Avg Duration
   1.71 Yrs
   Avg Credit Quality
   AA
As of 2009-08-31
Day Change
$ -0.01
  
NAV (2009-11-20)
$ 9.84
  
YTD Return % (2009-11-20)
21.98%
  
Total Assets ($ mil)
76
View Data Definitions
  Performance    
Growth of $10,000 Fund: Russell LifePoints 2010 Strategy S
(from 2004-12-31 to 2009-10-31) Category: Target Date 2000-2010
Index: Morningstar Moderate Target Risk
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-20
Inception date: 2004-12-31 10yr and Inception Returns as of 2009-10-31
YTD Returns as of 2009-11-20
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Fund 21.98 35.11 1.10 --- --- 3.16
+/- Category 4.19 18.74 2.03 --- --- ---
+/- Morningstar Moderate Target Risk 1.41 4.02 -0.06 --- --- ---
Standardized Annual Returns %   more on standardized returns
Quarter-End (as of 2009-09-30) 19.44 6.03 1.26 --- --- 3.20
Month-End (as of 2009-10-31) 19.50 18.58 0.68 --- --- 3.16
After Tax Returns % (as of 2009-09-30 )  
On Distribution --- 16.99 -0.89 --- --- ---
On Distribution & Sale of Shares --- 11.94 -0.28 --- --- ---
Morningstar Rating --- --- --- --- ---
# of compared funds covered (3 yrs : out of 134 funds), (5 yrs : out of funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is none, the maximum deferred sales fee is none, and the maximum redemption sales fee is none.
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.
  Portfolio Profile    
Sector Breakdown %
Information 18.52
Software 2.57
Hardware 7.88
Media 1.97
Telecommunications 6.10
Service 48.80
Healthcare 9.39
Consumer Services 8.44
Business Services 4.38
Financial Services 26.58
Manufacturing 32.68
Consumer Goods 10.61
Industrial Materials 10.25
Energy 9.30
Utilities 2.51
Bond Quality % of Bonds
AAA 68.1
AA 2.7
A 3.7
BBB 5.5
BB 1.2
B 1.4
Below B 0.4
Not Rated 17.0
 
Asset Allocation
% of Net Assets
Cash 14.3
Stocks 28.3
Bonds 54.9
Other 2.6
Foreign Stocks 8.4
(as a % of Assets)
Data through 2009-08-31 Data through 2009-08-31
 
Holding Status
Total Number of Stock Holdings Turnover % 108
Total Number of Bond Holdings 0 30 Day SEC Yield % ---
% of Assets in Top 10 Holdings 100.00 ending as of 2009-09-30
View Data Definitions
Top 10 Holdings Sector P/E YTD
Return %		 % of Net
Assets
Russell Strategic Bond Y --- --- 18.47 59.93
Russell US Core Equity Y --- --- 26.54 8.65
Russell US Quantitative Equity Y --- --- 20.16 8.63
Russell International Developed Mkts Y --- --- 27.75 7.56
Russell Short Duration Bond Y --- --- 13.13 5.98
Russell Real Estate Secs Y --- 21.62 3.07
Russell Global Equity Y --- 34.72 2.70
Russell US Small & Mid Cap Y --- 23.80 2.09
Russell Emerging Markets Y --- 79.05 1.39
Russell Strategic Bond Y --- 18.47 59.93
Data through 2009-08-31
YTD Return through 2009-11-20
  Other Information
Fund Inception: 2004-12-31
Portfolio Manager  (Start Date)
Jill F Johnson  (2007-03-01)
Johnson has been a portfolio manager with Russell Investment Management Company since May 2004 and senior investment officer since March, 2000. From 1995 to 2000, she was the principal of JF Johnson Consulting in Seattle and Los Angeles.
Sales Charge %
(taken from prospectus dated 2009-03-01)
Front: None
Deferred: None
Expense Ratio % 0.00
based on net assets
(taken from annual report dated 2008-10-31)
Expense Ratio % 0.68
(taken from prospectus dated 2009-03-01)
Correspondence Information

909 A Street 11th Floor
Tacoma,  WA  98402
USA
Telephone:
800-787-7354
Data on this page does not include the fund's short positions (if any).
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.