Russell LifePoints® Funds
Investing made simple
LifePoints Funds are designed to simplify the investment decision process so you can focus on the important things in life. By combining different Russell funds into diverse portfolios, LifePoints Funds offer an efficient approach to investing.
A new target strategic allocation for Russell LifePoints® Funds, Target Portfolio Series, Conservative Strategy Fund will be effective on or about May 1, 2015.
New target strategic allocations for Russell LifePoints® Funds, Target Portfolio Series Moderate Strategy Fund, Balanced Strategy Fund, Growth Strategy Fund and Equity Growth Strategy Fund were effective on or about March 2, 2015.
New allocations for Russell LifePoints® Funds, Target Date Series became effective August 1, 2014.
View shareholder notices.
Effective August 1, 2014, the investment objectives for the following LifePoints® Funds, Target Portfolio Series changed: Conservative Strategy, Moderate Strategy, Balanced Strategy, and Growth Strategy. Please refer to prospectus supplement dated June 3, 2014 for more information.
The benefits of choosing Russell LifePoints Funds
- Convenience — you get a well-diversified investment program in a single fund, using multiple money managers across four asset classes
- Expertise — you access some of the world's best money managers, monitored continuously and replaced when necessary
- Flexibility — you may select the fund that best fits your needs
Pick the retirement strategy that is right for you
With LifePoints Funds there is no need for do-it-yourself diversification.
Each LifePoints Fund is constructed as a fund of funds, expertly diversified by Russell's multimanager specialists. With one simple investment, your money gains access to the combined performance of up to thirteen different underlying Russell mutual funds depending on the fund chosen.
LifePoints Target Portfolio Series (TPS)
These funds have target allocations, each with their own level of risk and return potential. They help meet the needs of individual investors at every "life point," addressing a variety of time horizons, risk comfort zones and life situations
Target Date Series
Available to plan participants only through employee benefit and employer sponsored plans.
LifePoints Funds, Target Date Series, are intended for plan participants who want professional management and diversification in one portfolio designed to automatically adjust their asset-allocation based on their targeted retirement date. The series includes ten portfolios—nine target date strategy funds and the In Retirement Fund. The nine target date strategy funds include the 2020, 2025, 2030, 2035, 2040, 2045, 2050 & 2055 Strategy Funds.
On February 20, 2015, the 2015 Strategy Fund merged into the In Retirement Fund.
Contact your financial professional and ask for Russell by name
Russell LifePoints Funds are an exclusive offering only available through financial professionals.