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Special Report on

Russell LifePoints® Funds

russell lifepoints funds special research report Photo by www.russell.com
Fixed income securities contributed positively to performance as concerns over global growth and European sovereign debts weighed on equity markets. Specifically, exposure to non-agency mortgage-backed securities (MBS) and an underweight to agency MBS benefited performance. Short-term bonds added to returns as increasingly risk-averse investors sought less volatile securities. The primary performance drivers in the short-duration bond portfolio were positions in commercial mortgage-backed securities (CMBS) and agency residential MBS. Real estate securities outperformed the broader equity markets during the quarter. The ...
Washington, U.S.A. The firm provides investment products and services to individuals and institutions in 47 countries. Founded in 1936, Russell focuses on a multi-manager investor approach and the creator of Russell Indexes . The company operates principal offices in London , Paris , Sydney , Melbourne , Auckland , Singapore , Seoul , Tokyo , Toronto , San Francisco and New York . Russell's clients include retirement plans, endowments, foundations and investment plans of all types. Investors have access to Russell's services through a network that includes many of the world's top banks, brokers, insurance ...
REVIEWS AND OPINIONS
The Best Target Date Funds, Part 2 - CBS MoneyWatch.com
I discussed the advantages of target date funds, introduced the criteria for my analyses of the best target date funds, and summarized the net investment performance over the last three years. Here I’ll cover expenses and then summarize my conclusions on the best target date funds — as well as funds to avoid. Expenses Many studies show that an important factor that impacts the net rates of return over long time periods is the expenses that are charged by the mutual fund company. Most target date funds that are a “fund of funds” add a layer of charges on top of the underlying component funds. Notable ... market research, surveys and trends
Investments Funds, Very Useful - Jan 26th
There are several different types of invsetments, and htere are a lot of factors in deterimning where you should invest oyur funds. Of course, determining where you iwll invest begins with researching the various avaliable types of investments, determinign your risk tolerance, and determining your investment style � along with your financial goals. Yuo will of course learn as much about the inevstment as possible, and you would awnt to see how past invsetors have done sa well. With access to the Internet, you can actually play hte stock market � with fake money � to get a feel ofr how it works. As a potential inevstor, you ... market research, surveys and trends

SURVEY RESULTS FOR
RUSSELL LIFEPOINTS® FUNDS

Target funds make life-cycle planning easy, but be vigilant - Apr ...
It's a pitch that's won over millions of people and their employers. Assets in target funds (or life-cycle funds, as they're also known) hit $114 billion in 2006, up from $12 billion in 2001. Most of that money came from 401(k) plans and IRAs. There are now nearly 200 target funds to choose from, too: 49 launched in 2006. And there's more to come. Last year's Pension Protection Act gave employers the all-clear to put you into a target fund if you don't pick your own 401(k) investments. "Within five to 10 years," predicts Ted Benna, founder of the 401(k) plan, "75 percent of plan assets will be ... industry trends, business articles and survey research
PQ 4042 -14.qxd
LifePoints portfolios invest in other Russell mutual funds that are ... 20 percent stock funds and 80 percent fixed-income funds. ... hundreds of billions of dollars. Founded in 1936, Russell is headquartered in Tacoma, Washington. ... industry trends, business articles and survey research
RELATED NEWS
Money pours into poor performers
For the first time the charts also include how much money each fund has attracted from a total pool of $5.7 billion monitored by Morningstar. The largest fund is ASB's default fund which has over $600 million. The fund is nearly double the size of any other default fund but is only 10th out of 16 funds for performance over two years in the conservative sector. The top-performing fund - the Aon Russell Lifepoints Conservative fund - is one of the smallest at just $15.3 million. The biggest contrast is in the growth sector where the Gareth Morgan Growth fund has attracted the most money at $121 million but is the worst ... market trends, news research and surveys resources

INFORMATION RESOURCES

Individual Fund Descriptor - 2010/2020/2030/2040 Strategy Funds ...
Russell LifePoints Funds Target Date Series – Class R1. LifePointsо Funds – Target Date Series. Select a Fund Based on Your Retirement Date ... technology research, surveys study and trend statistics
TARGET DATE RETIREMENT FUNDS: LACK OF CLARITY AMONG STRUCTURES AND ...
Oct 28, 2009 ... Russell Lifepoints. 1.06. 486. 0. Fidelity Advisor Freedom Series. 1.07. 7330. 4 . Guidestone Funds MyDestination ... technology research, surveys study and trend statistics
Russell's Approach to Target-Date Funds: Building a Simple and ...
products, called LifePoints® Funds. In fact, Russell's LifePoints Funds, Target Date .... Russell's LifePoints balanced funds. Previously at Russell, he was ...
REAL TIME
RUSSELL LIFEPOINTS® FUNDS
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