Tax managed funds & model strategies

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Model Portfolios Personalized Managed Accounts Individual Funds Tools & Calculators Materials

Model portfolios: Tax-Managed Model Strategies

Tax managed portfolios designed to maximize after-tax returns.
Because it's not what you make, it's what you get to keep.

Target Asset Allocation:

  • Equity: 18%
  • Alternative: 3%
  • Fixed income: 79%

Conservative

Target Asset Allocation:

  • Equity: 35%
  • Alternative: 4%
  • Fixed income: 61%

Moderate

Target Asset Allocation:

  • Equity: 43%
  • Alternative: 4%
  • Fixed income: 53%

Moderate Growth

Target Asset Allocation:

  • Equity: 56%
  • Alternative: 5%
  • Fixed income: 39%

Balanced

Target Asset Allocation:

  • Equity: 69%
  • Alternative: 5%
  • Fixed income: 26%

Balanced Growth

Target Asset Allocation:

  • Equity: 75%
  • Alternative: 6%
  • Fixed income: 19%

Growth

Target Asset Allocation:

  • Equity: 91%
  • Alternative: 7%
  • Fixed income: 2%

Equity Growth

Not sure which one is the best fit?

Compare all Tax-managed model strategies.

Living in California?

Consider saving even more on taxes with our California Model Portfolios below.

California Moderate
California Balanced
California Growth

Not sure yet which one is the best fit?

Compare all Tax-Managed California Model Strategies.

Living in New York State?

Consider saving even more on taxes with our New York Model Portfolios below.

New York Moderate
New York Balanced
New York Growth

Not sure yet which one is the best fit?

Compare all Tax-Managed New York Model Strategies.

           

Managed accounts: Personalized Managed Accounts Make the portfolio as unique as the investor

The next level of customization in separately managed accounts

Personalised Managed Accounts
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Individual funds: tax-managed & tax-exempt mutual funds

Tax efficient investing strategies for every type of investor

Tax-Managed Equity

Tax-Managed U.S. Large Cap Fund
Tax-Managed U.S. Mid & Small Cap Fund
Tax-Managed International Equity Fund

Tax-Managed Alternative

Tax-Managed Real Assets Fund

Tax-Exempt Fixed Income

Tax-Exempt Bond Fund
Tax-Exempt High Yield Bond Fund

Tax-management tools & calculators

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Investment Proposal Tool

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Does tax-management make a difference?

Illustrate how much you could gain in excess return (and how much you could save in taxes) with a tax managed portfolio.
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Tax impact comparison

How do our tax managed funds stack up?

Compare the tax implications of our funds with a custom set of other investment products.

Tax-management marketing materials

Spread the word.
Use these popular materials to tell the tax-management story.

PDF

Tax-Managed Model Strategies sample portfolio

PDF

Principles of active tax management in investment portfolios

PDF

17 years of tax-managed investing

For financial professional use only.

PDF

Tips to transition to tax-managed investing

For financial professional use only.

PDF

Tax-Managed Model Strategies sample portfolio

PDF

Principles of active tax management in investment portfolios

PDF

Make CPAs your allies with tax-managed investing

For financial professional use only.

Tax-managed 101

Learn the basics of what tax management is and how it helps.

Our approach to tax management

Russell Investments can help you oversee your tax-managed investments with an after-tax awareness.

Transition to tax management

Create long-term wealth for your clients, and for your business

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IMPORTANT RISK DISCLOSURES

Mutual fund investing involves risk, principal loss is possible.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Model strategies represent target allocations of Russell Investment Company funds; these models are not managed and cannot be invested in directly. You and your financial advisor may work to combine selected funds that differ from the illustrated combinations depending upon individual investment objectives. Model strategies are exposed to the specific risks of the funds directly proportionate to their fund allocation. The funds comprising the strategies and the allocations to those funds have changed over time and may change in the future.

Securities products and services offered through Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments. For information on the Financial Industry Regulatory Authority (FINRA), go to www.finra.org.

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

Products and services described on this website are intended for United States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.

Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the "FTSE RUSSELL" brand.

© Russell Investments Group, LLC. 1995-2025. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an "as is" basis without warranty.

First used: September 2019. Updated: March 2025. RIFIS-24112