Breaking News

Russell Investments Lifepoints Balanced Strategy Fund Class C (RBLCX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

10.36 -0.02 -0.19%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 192.24M

Type: Fund

Market: United States

Issuer: Russell

Asset Class: Equity

General
Chart
- Streaming Chart
- Interactive Chart
News & Analysis
- Analysis & Opinion
Technical
- Technical Analysis
Forum

RBLCX Overview

On this page you'll find an in-depth profile of Russell Investments Lifepoints Balanced Strategy Fund Class C. Learn about the key management, total assets, investment strategy and contact information of RBLCX among other information.

Investment Strategy

The investment seeks to provide above average long term capital appreciation and a moderate level of current income. The fund is a "fund of funds," which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The adviser intends the fund's strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.

Contact Information

Address 18th Floor
Seattle, 98101
United States

Phone +1 8004267969

Web russellinvestments.com

Top Executives

Name	Title	Since	Until
Sam Pittman	-	2023	Now
Biography	Sam Pittman is responsible for global retail asset allocation and client investment strategies. In this role Sam sets strategic asset allocation for multi-asset portfolios offered to retail investors. He is also engaged in developing research and insights supporting better investment decisions for retail clients. Sam’s research includes multi-period dynamic asset allocation, retirement sustainability, personal funded ratios, income replacement, tax-managed solutions and equity forecasting. He regularly authors articles and presents at industry conferences and client events. Some of his recent work has been published in the Journal of Financial Planning, The Journal of Retirement, The Retirement Management Journal and the Journal of Wealth Management. In 2013 he coauthored the article “Optimizing retirement income: an adaptive approach based on assets and liabilities” which was voted one the top 10 praiseworthy, must-read articles for 2013 by The Retirement Income Journal. Sam has been with Russell Investments for six years. Prior to joining Russell Investments he cofounded a web-based financial advice company, developed tax-managed and emerging market equity strategies at Parametric Portfolio Associates, lead research and development projects at Weyerhaeuser to optimize the flow of timber investments through product conversion facilities and served four years in the Marine Corps. Sam holds a B.S. in Mathematics from University of Washington, a M.S. in Biometrics from University of Washington, a M.S. in Applied Mathematics from University of Washington, and a Ph.D. in Operations Research from University of Washington.
Amneet Singh	Portfolio Manager	2023	Now
Rob Balkema	Portfolio Manager	2022	2023
Biography	Rob Balkema, CFA ,Senior Portfolio Manager and Head of Multi-Asset. Rob Balkema is a portfolio manager working on Russell Investments’ multi-asset funds, based in New York. In this role, Rob manages Russell Investments’ fiduciary solutions mandates which integrate Russell Investments’ equity, fixed income, real asset and alternative capabilities globally. He is tasked with creating strategic asset allocations for the portfolios, selecting active strategies or passive alternatives to populate asset classes and dynamically positioning the total portfolio in order to help clients achieve their objectives. Prior to his current role, Rob was a senior analyst in the investment process and risk group. In this role, Rob focused on improving the measurement, evaluation and enhancement of Russell Investments’ portfolio management practice. From 2006 until 2009, Rob was based in Seattle as a member of the global equity team, serving in multiple capacities. He was responsible for evaluating asset management firms worldwide that offer global, international and emerging market equity mandates and supported portfolio managers in the structuring and monitoring of Russell Investments’ global equity strategies. Rob holds a B.A. in Economics from Harvard College and holds a Chartered Financial Analyst® designation.
Venkat Kopanathi	Portfolio Manager	2021	2023
Biography	Venkat Kopanathi is portfolio manager specialized under multi-asset
Brian Meath	Portfolio Manager	2014	2022
Biography	Brian Meath, CFA Chief Investment Officer, Multi-Asset Solutions, Investment Division B.A., International Studies, University of Washington; Master of International Business Studies, University of South Carolina; CFA Charterholder, CFA Institute; Licensed Registered Representative, FINRA Series 7 and 63 (Russell Financial Services, Inc., member FINRA) Brian has primary responsibility for the oversight of all multi-asset and balanced funds managed by Russell Investments globally. Brian is a player coach, and maintains a role in the day-to-day portfolio management responsibility for customized outsourcing solutions for large institutional clients, a series of commingled multi-asset funds, and a platform of retail mutual funds. He also oversees the multi-asset solutions team globally, which is comprised of three distinct groups, including: the Investment Strategy Team, the Global Client Strategy and Research team and the Multi-Asset Portfolio Management team. Brian re-joined Russell Investments in 2010, having previously been with the firm from 1995 to 2000, where he was head of global equity research. As founder and president of OTA Asset Management, Brian built a multi-strategy hedge fund platform and team that included volatility arbitrage, emerging market local currency debt, capital structure arbitrage, long/short technology, long/short small cap, and quantitative global equity. He set the strategy, managed the asset allocation and built the teams that ran the underlying strategies. Most recently, Brian launched Cause Investments & Effect Foundation, a multi-strategy platform designed to invest according to ESG principles and to donate profits to charity. Brian previously held several positions at Lazard Asset Management, including head of strategic planning and senior managing director of the firm’s business in Australia. Brian’s professional experience began at RCM Capital Management in San Francisco, where he developed the firm’s first coordinated effort to interact with the investment consulting community.
Rob Balkema	Portfolio Manager	2014	2021
Biography	Rob Balkema, CFA ,Senior Portfolio Manager and Head of Multi-Asset. Rob Balkema is a portfolio manager working on Russell Investments’ multi-asset funds, based in New York. In this role, Rob manages Russell Investments’ fiduciary solutions mandates which integrate Russell Investments’ equity, fixed income, real asset and alternative capabilities globally. He is tasked with creating strategic asset allocations for the portfolios, selecting active strategies or passive alternatives to populate asset classes and dynamically positioning the total portfolio in order to help clients achieve their objectives. Prior to his current role, Rob was a senior analyst in the investment process and risk group. In this role, Rob focused on improving the measurement, evaluation and enhancement of Russell Investments’ portfolio management practice. From 2006 until 2009, Rob was based in Seattle as a member of the global equity team, serving in multiple capacities. He was responsible for evaluating asset management firms worldwide that offer global, international and emerging market equity mandates and supported portfolio managers in the structuring and monitoring of Russell Investments’ global equity strategies. Rob holds a B.A. in Economics from Harvard College and holds a Chartered Financial Analyst® designation.
Michael R. Ruff	Portfolio Manager	2011	2014
Biography	Ruff has been a portfolio manager with Russell Investment Management Company since November 2002. From 2000 to 2002, he was a research analyst. From 1998 to 2000, Ruff was a senior technical analyst.
Jill F. Johnson	Portfolio Manager	2004	2011
Biography	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.
Ernest Ankrim	-	2002	2006
Randal C. Burge	Portfolio Manager	2002	2006
Biography	Burge is a portfolio manager with Frank Russell Investment Management Company, his employer since 1995. From 1990 to 1995, he was a client executive with Frank Russell Australia.

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Australia's comment guidelines and agree to the terms described.

I Agree

RBLCX Comments

Write your thoughts about Russell Investments Lifepoints Balanced Strategy Fund Class C

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d70-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d70-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d70-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

S&P/ASX 200	8,224.00	+30.60	+0.37%
ASX 200 Futures	8,331.5	+86.0	+1.04%
ASX All Ordinaries	8,479.90	+29.00	+0.34%
US 500	5,991.0	+5.6	+0.09%
Dow Jones	44,048.45	+90.26	+0.21%
China A50 Futures	13,517.0	-106.0	-0.78%
Dollar Index	106.532	+0.153	+0.14%

Crude Oil WTI	69.26	+0.83	+1.21%
Natural Gas	2.939	-0.044	-1.48%
Gold	2,566.60	-19.90	-0.77%
Silver	30.328	-0.335	-1.09%
Copper	4.0755	-0.0075	-0.18%
US Sugar #11	21.47	+0.30	+1.42%
US Coffee C	278.30	+7.10	+2.62%

Australia 10Y	4.715	+0.012	+0.26%
Australia 5Y	4.323	-0.004	-0.09%
New Zealand 10Y	4.793	-0.025	-0.62%
U.S. 10Y	4.436	-0.017	-0.38%
Japan 10Y	1.054	-0.006	-0.57%
China 10Y	2.096	+0.008	+0.38%
Singapore 10Y	2.936	-0.012	-0.34%

CSL	284.05	-1.49	-0.52%
Woolworths	29.200	-0.110	-0.38%
ANZ Holdings	31.630	+0.360	+1.15%
Commonwealth Bank Australia	152.840	+3.220	+2.15%
Telstra Group	3.850	0.000	0.00%
National Australia Bank	38.700	+0.400	+1.04%
BHP Group Ltd	40.010	-0.540	-1.33%

Recent Quotes

	Name	Price	Chg.	Chg. %
	Russell LifePoint.	10.36	-0.02	-0.19%