03/04/2026 | Press release | Distributed by Public on 03/04/2026 09:21
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UNDERLYING FUND TYPE
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UNDERLYING FUND AND ADVISER/SUBADVISER
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CURRENT EXPENSES
|
AVERAGE ANNUAL TOTAL RETURNS
(as of December 31, 2024)
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1 YEAR
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5 YEARS
(or since inception)
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10 YEARS
(or since inception)
|
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| US Fund Global Moderately Aggressive Allocation | Russell Investments Lifepoints® Aggressive Strategy Fund - Class R1* (formerly Russell Lifepoints® Growth Strategy Fund - Class R4) | 0.94% | 12.49% | 6.90% | 6.17% | ||||||||||||
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Adviser: Russell Investment Management, LLC
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Subadviser: N/A
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| US Fund Global Moderate Allocation |
Russell Investments Lifepoints® Balanced Strategy Fund - Class R1* (formerly Russell Lifepoints® Balanced Strategy Fund - Class R4)
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0.93% | 10.06% | 4.74% | 4.78% | ||||||||||||
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Adviser: Russell Investment Management, LLC
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Subadviser: N/A
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| US Fund Global Conservative Allocation |
Russell Investments Lifepoints® Conservative Strategy Fund - Class R1* (formerly Russell Lifepoints® Conservative Strategy Fund - Class R4)
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0.69% | 4.21% | 1.22% | 2.35% | ||||||||||||
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Adviser: Russell Investment Management, LLC
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Subadviser: N/A
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| US Fund Global Aggressive Allocation |
Russell Investments Lifepoints® Equity Aggressive Strategy Fund - Class R1* (formerly Russell Lifepoints® Equity Growth Strategy Fund - Class R4)
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0.93% | 13.66% | 7.38% | 6.73% | ||||||||||||
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Adviser: Russell Investment Management, LLC
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Subadviser: N/A
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| US Fund Global Moderately Conservative Allocation |
Russell Investments Lifepoints® Moderate Strategy Fund - Class R1* (formerly Russell Lifepoints® Moderate Strategy Fund - Class R4)
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0.77% | 7.29% | 2.69% | 3.43% | ||||||||||||
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Adviser: Russell Investment Management, LLC
|
|||||||||||||||||
|
Subadviser: N/A
|
|||||||||||||||||
|
UNDERLYING FUND TYPE
|
UNDERLYING FUND AND ADVISER/SUBADVISER
|
CURRENT EXPENSES
|
AVERAGE ANNUAL TOTAL RETURNS
(as of December 31, 2024)
|
||||||||||||||
|
1 YEAR
|
5 YEARS
(or since inception)
|
10 YEARS
(or since inception)
|
|||||||||||||||
| US Fund Global Moderately Aggressive Allocation | Russell Investments Lifepoints® Aggressive Strategy Fund - Class R1* (formerly Russell Lifepoints® Growth Strategy Fund - Class R4) (Closed to Contracts issued on or about 5/3/2010) | 0.94% | 12.49% | 6.90% | 6.17% | ||||||||||||
|
Adviser: Russell Investment Management, LLC
|
|||||||||||||||||
|
Subadviser: N/A
|
|||||||||||||||||
| US Fund Global Moderate Allocation |
Russell Investments Lifepoints® Balanced Strategy Fund - Class R1* (formerly Russell Lifepoints® Balanced Strategy Fund - Class R4) (Closed to Contracts issued on or about 5/3/2010)
|
0.93% | 10.06% | 4.74% | 4.78% | ||||||||||||
|
Adviser: Russell Investment Management, LLC
|
|||||||||||||||||
|
Subadviser: N/A
|
|||||||||||||||||
| US Fund Global Conservative Allocation |
Russell Investments Lifepoints® Conservative Strategy Fund - Class R1* (formerly Russell Lifepoints® Conservative Strategy Fund - Class R4) (Closed to Contracts issued on or about 5/3/2010)
|
0.69% | 4.21% | 1.22% | 2.35% | ||||||||||||
|
Adviser: Russell Investment Management, LLC
|
|||||||||||||||||
|
Subadviser: N/A
|
|||||||||||||||||
| US Fund Global Aggressive Allocation |
Russell Investments Lifepoints® Equity Aggressive Strategy Fund - Class R1* (formerly Russell Lifepoints® Equity Growth Strategy Fund - Class R4) (Closed to Contracts issued on or about 5/3/2010)
|
0.93% | 13.66% | 7.38% | 6.73% | ||||||||||||
|
Adviser: Russell Investment Management, LLC
|
|||||||||||||||||
|
Subadviser: N/A
|
|||||||||||||||||
| US Fund Global Moderately Conservative Allocation |
Russell Investments Lifepoints® Moderate Strategy Fund - Class R1* (formerly Russell Lifepoints® Moderate Strategy Fund - Class R4) (Closed to Contracts issued on or about 5/3/2010)
|
0.77% | 7.29% | 2.69% | 3.43% | ||||||||||||
|
Adviser: Russell Investment Management, LLC
|
|||||||||||||||||
|
Subadviser: N/A
|
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