Tax-management: our approach
We’ve been actively saving money for investors for over three decades through a highly refined process.
Time-tested tax management
35+ years with an after-tax mindset
Our active tax-managed advantage
Four key considerations for tax planning
Beyond tax-loss harvesting
The active tax-management approach
Hover your mouse over these principles and learn, in more detail, how they can be integrated into an investment strategy.
The value of tax drag vigilance
Longer-term. Larger results.
According to Morningstar, U.S. equity funds (active, passive, ETFs) gave up 2% of returns the past five years (ending 03/2025), making 10% annualized returns more like 8%. This loss of return ("tax drag"1) is a hidden, yet avoidable fee that many investors fail to consider. The good news is that our active tax-managed solutions have been proven to help. See how our tax-managed equity funds stack up against our peer group:
Average annual tax drag for 5 years ending March 31, 20252
The following Russell Investment Company Funds (Class S) were evaluated relative to the following peer groups: Tax-Managed U.S. Large Cap Fund to U.S. Equity Large Cap peer group, Tax-Managed U.S. Mid & Small Fund to U.S. Equity Small Cap peer group, Tax-Managed International Equity Fund to International Equity peer group, Tax-Managed Real Assets Fund to Real Assets peer group, Tax-Exempt Bond Fund to Municipal Bond peer group, and Tax-Exempt High Yield Bond Fund to High Yield Municipal Bond peer group. Current to the most recent month-end performance for Russell Investment Company mutual funds is available by visiting: https://russellinvestments.com/us/fund-center/performance-pricing.
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.
